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

Personal 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
2021 Q3	–	Sell	-593	Closed	-$38K	–	180
2021 Q2	$38K	Buy	+593	New	+$37.9K	0.02%	165
2020 Q2	–	Sell	-8,160	Closed	-$383K	–	65
2020 Q1	$383K	Sell	8,160 -5,875	-42%	-$317K	0.23%	40
2019 Q4	$823K	Hold	14,035	–	–	0.35%	29
2019 Q3	$801K	Buy	14,035 +6,395	+84%	+$368K	0.37%	28
2019 Q2	$450K	Hold	7,640	–	–	0.22%	36
2019 Q1	$453K	Sell	7,640 -691,222	-99%	-$40.4M	0.24%	35
2018 Q4	$38.9M	Buy	+698,862	New	+$39.2M	24.38%	2

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

CPO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Personal Wealth Partners's EEMV Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 593 shares — an estimated $38K sold.

Personal Wealth Partners first reported a position in EEMV in Q4 2018 and held it in 7 quarters. The position peaked at $38.9M in Q4 2018. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

Personal Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 593 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $38K.
Personal Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 7 quarters.
Personal Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $38.9M in Q4 2018.
320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.