MKD Wealth Coaches’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

MKD Wealth Coaches’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
2020 Q4	–	Sell	-79,689	Closed	-$4.4M	–	26
2020 Q3	$4.4M	Sell	79,689 -29,275	-27%	-$1.62M	6.28%	5
2020 Q2	$5.67M	Buy	108,964 +40,873	+60%	+$2.07M	7.15%	6
2020 Q1	$3.19M	Sell	68,091 -2,931	-4%	-$158K	4.29%	11
2019 Q4	$4.17M	Buy	71,022 +594	+0.8%	+$34.5K	3.55%	14
2019 Q3	$4.02M	Buy	70,428 +2,121	+3%	+$122K	4.18%	12
2019 Q2	$4.02M	Sell	68,307 -19,463	-22%	-$1.14M	3.59%	14
2019 Q1	$5.2M	Buy	87,770 +43,805	+100%	+$2.56M	5.25%	6
2018 Q4	$2.46M	Buy	+43,965	New	+$2.47M	2.91%	13

Other funds holding EEMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

EMPI

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

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

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

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

MKD Wealth Coaches's EEMV Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2020, closing a stake of 79,689 shares — an estimated $4.4M sold.

MKD Wealth Coaches first reported a position in EEMV in Q4 2018 and held it in 8 quarters. The position peaked at $5.67M in Q2 2020. 362 funds tracked by Wall St. Rank hold EEMV as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 79,689 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2020, an estimated $4.4M.
MKD Wealth Coaches first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.67M in Q2 2020.
362 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.