Mosaic Family Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Mosaic Family 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
2021 Q4	$617K	Buy	9,827 +807	+9%	+$50.9K	0.16%	94
2021 Q3	$565K	Buy	9,020 +2,053	+29%	+$129K	0.16%	94
2021 Q2	$447K	Buy	6,967 +290	+4%	+$18.5K	0.13%	102
2021 Q1	$422K	Sell	6,677 -963	-13%	-$60.8K	0.12%	101
2020 Q4	$467K	Buy	7,640 +598	+8%	+$34.9K	0.16%	93
2020 Q3	$389K	Buy	7,042 +495	+8%	+$27.3K	0.15%	91
2020 Q2	$340K	Buy	6,547 +866	+15%	+$43.8K	0.14%	97
2020 Q1	$267K	Buy	5,681 +145	+3%	+$7.82K	0.14%	102
2019 Q4	$325K	Sell	5,536 -1,008	-15%	-$58.5K	0.13%	108
2019 Q3	$374K	Buy	6,544 +2,634	+67%	+$151K	0.15%	101
2019 Q2	$230K	Buy	3,910 +2,514	+180%	+$147K	0.1%	151
2019 Q1	$83K	Buy	+1,396	New	+$81.6K	0.03%	261

Other funds holding EEMV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Mosaic Family Wealth's EEMV Position: Q4 2021 in Review

Mosaic Family Wealth increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 8.9% in Q4 2021, buying an estimated $50.9K and bringing the position to 9,827 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #94.

Mosaic Family Wealth first reported a position in EEMV in Q1 2019 and has held it in 12 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q4 2021.

Mosaic Family Wealth held 9,827 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $617K as of Q4 2021.
Mosaic Family Wealth bought 807 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2021, an estimated $50.9K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.16% of Mosaic Family Wealth's portfolio in Q4 2021, its #94 holding.
Mosaic Family Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and has held it in 12 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.