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Opes Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Opes Wealth Management’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 		– Sell
-6,100
Closed -$283K – 87
2021
Q1 		$283K Buy
+6,100
New +$385K 0.11% 71
2020
Q4 		– Sell
-6,100
Closed -$283K – 76
2020
Q3 		$283K Hold
6,100
– – 0.14% 61
2020
Q2 		$283K Buy
+6,100
New +$309K 0.14% 58

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

Opes Wealth Management's EEMV Position: Q2 2021 in Review

Opes Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 6,100 shares — an estimated $283K sold.

Opes Wealth Management first reported a position in EEMV in Q2 2020 and held it in 3 quarters. The position peaked at $283K in Q1 2021. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

  • Opes Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Opes Wealth Management sold 6,100 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $283K.
  • Opes Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 3 quarters.
  • Opes Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $283K 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 Opes Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.