Lucia Wealth Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lucia Wealth 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
2019 Q2	–	Sell	-2,203	Closed	-$131K	–	177
2019 Q1	$131K	Buy	+2,203	New	+$129K	0.04%	133
2018 Q4	–	Sell	-18,195	Closed	-$1.08M	–	187
2018 Q3	$1.08M	Sell	18,195 -7,064	-28%	-$414K	0.34%	70
2018 Q2	$1.46M	Sell	25,259 -52,186	-67%	-$3.18M	0.64%	42
2018 Q1	$4.83M	Buy	77,445 +59,624	+335%	+$3.72M	1.57%	20
2017 Q4	$1.08M	Buy	+17,821	New	+$1.06M	0.48%	57

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lucia Wealth Services's EEMV Position: Q2 2019 in Review

Lucia Wealth Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2019, closing a stake of 2,203 shares — an estimated $131K sold.

Lucia Wealth Services first reported a position in EEMV in Q4 2017 and held it in 5 quarters. The position peaked at $4.83M in Q1 2018. 364 funds tracked by Wall St. Rank hold EEMV as of Q2 2019.

Lucia Wealth Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Lucia Wealth Services sold 2,203 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2019, an estimated $131K.
Lucia Wealth Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 5 quarters.
Lucia Wealth Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.83M in Q1 2018.
364 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.