NewFocus Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

NewFocus Financial 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
2020 Q1	–	Sell	-18,944	Closed	-$1.11M	–	96
2019 Q4	$1.11M	Hold	18,944	–	–	0.43%	49
2019 Q3	$1.08M	Hold	18,944	–	–	0.47%	47
2019 Q2	$1.11M	Hold	18,944	–	–	0.52%	46
2019 Q1	$1.12M	Buy	18,944 +2,259	+14%	+$132K	0.56%	41
2018 Q4	$932K	Buy	+16,685	New	+$936K	0.55%	45
2016 Q1	–	Sell	-3,000	Closed	-$146K	–	54
2015 Q4	$146K	Buy	+3,000	New	+$153K	0.1%	60

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

EMPI

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

NewFocus Financial Group's EEMV Position: Q1 2020 in Review

NewFocus Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 18,944 shares — an estimated $1.11M sold.

NewFocus Financial Group first reported a position in EEMV in Q4 2015 and held it in 6 quarters. The position peaked at $1.12M in Q1 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

NewFocus Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
NewFocus Financial Group sold 18,944 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $1.11M.
NewFocus Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2015 and held it in 6 quarters.
NewFocus Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.12M in Q1 2019.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on NewFocus Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.