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New England Investment & Retirement Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

New England Investment & Retirement Group’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
2018
Q4 		– Sell
-51,543
Closed -$3.06M – 53
2018
Q3 		$3.06M Sell
51,543
-55,886
-52% -$3.28M 2% 19
2018
Q2 		$6.21M Sell
107,429
-83,944
-44% -$5.11M 4.14% 10
2018
Q1 		$11.9M Buy
191,373
+272
+0.1% +$17K 6.53% 5
2017
Q4 		$11.6M Buy
191,101
+1,198
+0.6% +$71.2K 6.11% 6
2017
Q3 		$11M Sell
189,903
-252
-0.1% -$14.5K 6.13% 6
2017
Q2 		$10.5M Buy
190,155
+48,892
+35% +$2.68M 6.08% 7
2017
Q1 		$7.56M Buy
141,263
+12,844
+10% +$664K 4.17% 10
2016
Q4 		$6.28M Sell
128,419
-4,812
-4% -$247K 3.44% 10
2016
Q3 		$7.2M Buy
133,231
+43,467
+48% +$2.32M 3.95% 9
2016
Q2 		$4.63M Sell
89,764
-2,594
-3% -$132K 2.74% 12
2016
Q1 		$4.74M Buy
+92,358
New +$4.39M 2.6% 13

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

New England Investment & Retirement Group's EEMV Position: Q4 2018 in Review

New England Investment & Retirement Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2018, closing a stake of 51,543 shares — an estimated $3.06M sold.

New England Investment & Retirement Group first reported a position in EEMV in Q1 2016 and held it in 11 quarters. The position peaked at $11.9M in Q1 2018. 341 funds tracked by Wall St. Rank hold EEMV as of Q4 2018.

  • New England Investment & Retirement Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • New England Investment & Retirement Group sold 51,543 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2018, an estimated $3.06M.
  • New England Investment & Retirement Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and held it in 11 quarters.
  • New England Investment & Retirement Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $11.9M in Q1 2018.
  • 341 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2018.

Based on New England Investment & Retirement Group's 13F filing for Q4 2018, filed 6 Feb 2019.