Merriman Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Merriman Wealth Management’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 Q3	–	Sell	-39,765	Closed	-$2.55M	–	203
2021 Q2	$2.55M	Buy	39,765 +185	+0.5%	+$11.8K	0.22%	66
2021 Q1	$2.5M	Buy	39,580 +141	+0.4%	+$8.91K	0.29%	62
2020 Q4	$2.41M	Sell	39,439 -721	-2%	-$42.1K	0.26%	66
2020 Q3	$2.22M	Sell	40,160 -897	-2%	-$49.5K	0.33%	56
2020 Q2	$2.13M	Buy	+41,057	New	+$2.08M	0.34%	54

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Merriman Wealth Management's EEMV Position: Q3 2021 in Review

Merriman Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 39,765 shares — an estimated $2.55M sold.

Merriman Wealth Management first reported a position in EEMV in Q2 2020 and held it in 5 quarters. The position peaked at $2.55M in Q2 2021. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

Merriman Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Merriman Wealth Management sold 39,765 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $2.55M.
Merriman Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 5 quarters.
Merriman Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.55M in Q2 2021.
320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.