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Lloyd Advisory Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lloyd Advisory Services’s Portfolio EEMV Stock Details EEMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed -$1K – 385
2020
Q4 		$1K Hold
18
– – ﹤0.01% 332
2020
Q3 		$1K Sell
18
-20,674
-100% -$1.14M ﹤0.01% 298
2020
Q2 		$1.08M Buy
+20,692
New +$1.05M 0.68% 18

Other funds holding EEMV

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lloyd Advisory Services's EEMV Position: Q1 2021 in Review

Lloyd Advisory Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in EEMV in Q2 2020 and held it in 3 quarters. The position peaked at $1.08M in Q2 2020. 356 funds tracked by Wall St. Rank hold EEMV as of Q1 2021.

  • Lloyd Advisory Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 18 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2021, an estimated $1K.
  • Lloyd Advisory Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 3 quarters.
  • Lloyd Advisory Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.08M in Q2 2020.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2021.

Based on Lloyd Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.