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Novak Financial Planning’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Novak Financial Planning’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
Q2 		$862K Sell
13,437
-1,875
-12% -$120K 0.42% 68
2021
Q1 		$967K Buy
15,312
+1,172
+8% +$74K 0.53% 63
2020
Q4 		$864K Buy
+14,140
New +$825K 0.51% 57

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Novak Financial Planning's EEMV Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 12% in Q2 2021, selling an estimated $120K and leaving 13,437 shares worth $862K. The position accounts for 0.42% of the portfolio, ranked #68.

Novak Financial Planning first reported a position in EEMV in Q4 2020 and has held it in 3 quarters since. The position peaked at $967K in Q1 2021. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

  • Novak Financial Planning held 13,437 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $862K as of Q2 2021.
  • Novak Financial Planning sold 1,875 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $120K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.42% of Novak Financial Planning's portfolio in Q2 2021, its #68 holding.
  • Novak Financial Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $967K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.