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Planning Solutions Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Planning Solutions Group’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
Q2 		$355K Buy
6,038
+669
+12% +$39.1K 0.18% 94
2019
Q1 		$318K Buy
5,369
+1,240
+30% +$72.5K 0.17% 98
2018
Q4 		$231K Buy
+4,129
New +$232K 0.14% 108

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Solutions Group's EEMV Position: Q2 2019 in Review

Planning Solutions Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 12% in Q2 2019, buying an estimated $39.1K and bringing the position to 6,038 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #94.

Planning Solutions Group first reported a position in EEMV in Q4 2018 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold EEMV as of Q2 2019.

  • Planning Solutions Group held 6,038 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $355K as of Q2 2019.
  • Planning Solutions Group bought 669 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2019, an estimated $39.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.18% of Planning Solutions Group's portfolio in Q2 2019, its #94 holding.
  • Planning Solutions Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.