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Reilly Financial Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Reilly Financial 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
-370
Closed -$19K – 858
2020
Q2 		$19K Hold
370
– – ﹤0.01% 454
2020
Q1 		$17K Sell
370
-225
-38% -$12.1K ﹤0.01% 460
2019
Q4 		$35K Sell
595
-10,960
-95% -$636K ﹤0.01% 395
2019
Q3 		$660K Sell
11,555
-20,590
-64% -$1.18M 0.08% 129
2019
Q2 		$1.89M Sell
32,145
-215
-0.7% -$12.6K 0.24% 79
2019
Q1 		$1.92M Sell
32,360
-1,325
-4% -$77.5K 0.25% 78
2018
Q4 		$1.88M Buy
33,685
+1,420
+4% +$79.7K 0.27% 76
2018
Q3 		$1.91M Buy
32,265
+3,320
+11% +$195K 0.25% 72
2018
Q2 		$1.67M Buy
28,945
+2,390
+9% +$145K 0.24% 77
2018
Q1 		$1.66M Buy
26,555
+2,190
+9% +$137K 0.23% 72
2017
Q4 		$1.48M Buy
24,365
+200
+0.8% +$11.9K 0.21% 79
2017
Q3 		$1.4M Buy
24,165
+1,170
+5% +$67.2K 0.21% 74
2017
Q2 		$1.27M Buy
22,995
+1,885
+9% +$103K 0.2% 80
2017
Q1 		$1.13M Buy
21,110
+1,645
+8% +$85.1K 0.18% 81
2016
Q4 		$952K Buy
+19,465
New +$998K 0.16% 85

Other funds holding EEMV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's EEMV Position: Q3 2020 in Review

Reilly Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 370 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in EEMV in Q4 2016 and held it in 15 quarters. The position peaked at $1.92M in Q1 2019. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

  • Reilly Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 370 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $19K.
  • Reilly Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 15 quarters.
  • Reilly Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.92M in Q1 2019.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.