Monterey Private Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Monterey Private Wealth’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	-5,651	Closed	-$312K	–	92
2020 Q3	$312K	Sell	5,651 -678	-11%	-$37.4K	0.2%	58
2020 Q2	$329K	Sell	6,329 -10,937	-63%	-$553K	0.23%	52
2020 Q1	$810K	Sell	17,266 -2,378	-12%	-$128K	0.69%	19
2019 Q4	$1.15M	Buy	+19,644	New	+$1.14M	0.92%	14

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

Monterey Private Wealth's EEMV Position: Q4 2020 in Review

Monterey Private Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2020, closing a stake of 5,651 shares — an estimated $312K sold.

Monterey Private Wealth first reported a position in EEMV in Q4 2019 and held it in 4 quarters. The position peaked at $1.15M in Q4 2019. 362 funds tracked by Wall St. Rank hold EEMV as of Q4 2020.

Monterey Private Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Monterey Private Wealth sold 5,651 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2020, an estimated $312K.
Monterey Private Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
Monterey Private Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.15M in Q4 2019.
362 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2020.

Based on Monterey Private Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.