Pathstone Family Office’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Pathstone Family Office’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 Q3	–	Sell	-1,309	Closed	-$68K	–	849
2020 Q2	$68K	Hold	1,309	–	–	0.01%	269
2020 Q1	$61K	Hold	1,309	–	–	0.01%	270
2019 Q4	$768K	Hold	1,309	–	–	0.01%	234
2019 Q3	$75K	Hold	1,309	–	–	0.01%	215
2019 Q2	$77K	Hold	1,309	–	–	0.01%	276
2019 Q1	$78K	Hold	1,309	–	–	0.01%	248
2018 Q4	$73K	Buy	+1,309	New	+$73.5K	0.02%	152

Other funds holding EEMV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CPO

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

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

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Pathstone Family Office's EEMV Position: Q3 2020 in Review

Pathstone Family Office sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 1,309 shares — an estimated $68K sold.

Pathstone Family Office first reported a position in EEMV in Q4 2018 and held it in 7 quarters. The position peaked at $768K in Q4 2019. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

Pathstone Family Office reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Pathstone Family Office sold 1,309 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $68K.
Pathstone Family Office first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 7 quarters.
Pathstone Family Office's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $768K in Q4 2019.
330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.