Peterson Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Peterson Wealth Advisors’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	-142,623	Closed	-$7.42M	–	48
2020 Q2	$7.42M	Buy	142,623 +10,730	+8%	+$543K	3.95%	7
2020 Q1	$6.19M	Buy	131,893 +1,201	+0.9%	+$64.8K	4.01%	7
2019 Q4	$7.67M	Buy	130,692 +1,740	+1%	+$101K	4.38%	8
2019 Q3	$7.36M	Buy	128,952 +6,801	+6%	+$391K	4.51%	7
2019 Q2	$7.19M	Buy	122,151 +8,184	+7%	+$478K	4.55%	7
2019 Q1	$6.83M	Buy	113,967 +5,379	+5%	+$314K	4.57%	7
2018 Q4	$6.07M	Buy	108,588 +10,800	+11%	+$606K	4.81%	5
2018 Q3	$5.8M	Buy	97,788 +4,604	+5%	+$270K	4.23%	6
2018 Q2	$5.39M	Buy	93,184 +2,661	+3%	+$162K	4.37%	6
2018 Q1	$5.64M	Buy	90,523 +7,419	+9%	+$463K	4.66%	6
2017 Q4	$5.05M	Buy	+83,104	New	+$4.94M	4.56%	6

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

Peterson Wealth Advisors's EEMV Position: Q3 2020 in Review

Peterson Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 142,623 shares — an estimated $7.42M sold.

Peterson Wealth Advisors first reported a position in EEMV in Q4 2017 and held it in 11 quarters. The position peaked at $7.67M in Q4 2019. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

Peterson Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 142,623 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $7.42M.
Peterson Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 11 quarters.
Peterson Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.67M 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 Peterson Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.