O'Brien Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

O'Brien Wealth Partners’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
2019 Q3	–	Sell	-4,323	Closed	-$254K	–	38
2019 Q2	$254K	Sell	4,323 -1,604	-27%	-$93.7K	0.19%	32
2019 Q1	$351K	Buy	5,927 +197	+3%	+$11.5K	0.25%	23
2018 Q4	$330K	Sell	5,730 -534	-9%	-$30K	0.23%	26
2018 Q3	$371K	Buy	6,264 +942	+18%	+$55.2K	0.24%	23
2018 Q2	$308K	Sell	5,322 -1,547	-23%	-$94.2K	0.23%	16
2018 Q1	$428K	Sell	6,869 -109,886	-94%	-$6.86M	0.29%	19
2017 Q4	$7.09M	Sell	116,755 -466	-0.4%	-$27.7K	4.48%	7
2017 Q3	$6.81M	Sell	117,221 -3,089	-3%	-$177K	3.54%	8
2017 Q2	$6.67M	Sell	120,310 -4,130	-3%	-$227K	3.52%	8
2017 Q1	$6.66M	Sell	124,440 -2,159	-2%	-$112K	3.7%	7
2016 Q4	$6.19M	Buy	126,599 +5,021	+4%	+$257K	3.7%	7
2016 Q3	$6.57M	Buy	121,578 +8,499	+8%	+$453K	4.29%	7
2016 Q2	$5.83M	Buy	113,079 +4,612	+4%	+$234K	4.07%	8
2016 Q1	$5.57M	Buy	108,467 +35,422	+48%	+$1.68M	4.33%	8
2015 Q4	$3.55M	Buy	+73,045	New	+$3.73M	3.47%	7

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

O'Brien Wealth Partners's EEMV Position: Q3 2019 in Review

O'Brien Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2019, closing a stake of 4,323 shares — an estimated $254K sold.

O'Brien Wealth Partners first reported a position in EEMV in Q4 2015 and held it in 15 quarters. The position peaked at $7.09M in Q4 2017. 345 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

O'Brien Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
O'Brien Wealth Partners sold 4,323 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $254K.
O'Brien Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2015 and held it in 15 quarters.
O'Brien Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.09M in Q4 2017.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on O'Brien Wealth Partners's 13F filing for Q3 2019, filed 4 Oct 2019.