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

Ropes 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 Q1	–	Sell	-97,206	Closed	-$5.7M	–	540
2019 Q4	$5.7M	Hold	97,206	–	–	1.23%	14
2019 Q3	$5.55M	Hold	97,206	–	–	1.18%	17
2019 Q2	$5.72M	Hold	97,206	–	–	1.21%	16
2019 Q1	$5.76M	Hold	97,206	–	–	1.52%	15
2018 Q4	$5.43M	Hold	97,206	–	–	1.56%	12
2018 Q3	$5.76M	Hold	97,206	–	–	1.42%	14
2018 Q2	$5.62M	Hold	97,206	–	–	1.52%	11
2018 Q1	$6.06M	Sell	97,206 -28,347	-23%	-$1.77M	1.66%	11
2017 Q4	$7.63M	Sell	125,553 -11,188	-8%	-$665K	2%	10
2017 Q3	$7.95M	Hold	136,741	–	–	2.15%	9
2017 Q2	$7.58M	Sell	136,741 -861	-0.6%	-$47.3K	2.14%	10
2017 Q1	$7.36M	Buy	137,602 +79,230	+136%	+$4.1M	2.13%	10
2016 Q4	$2.85M	Buy	58,372 +6,572	+13%	+$337K	0.9%	28
2016 Q3	$2.8M	Buy	+51,800	New	+$2.76M	0.95%	27

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

CPO

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

Ropes Wealth Advisors's EEMV Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 97,206 shares — an estimated $5.7M sold.

Ropes Wealth Advisors first reported a position in EEMV in Q3 2016 and held it in 14 quarters. The position peaked at $7.95M in Q3 2017. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Ropes Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 97,206 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $5.7M.
Ropes Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 14 quarters.
Ropes Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.95M in Q3 2017.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.