Rothschild Capital Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Rothschild Capital 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 Q2	–	Sell	-164,776	Closed	-$8.79M	–	43
2021 Q1	$8.79M	Sell	164,776 -92	-0.1%	-$5.81K	2.97%	14
2020 Q4	$8.52M	Sell	164,868 -30,457	-16%	-$1.78M	3.05%	13
2020 Q3	$8.61M	Buy	+195,325	New	+$10.8M	3.41%	9

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

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

Rothschild Capital Partners's EEMV Position: Q2 2021 in Review

Rothschild Capital Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 164,776 shares — an estimated $8.79M sold.

Rothschild Capital Partners first reported a position in EEMV in Q3 2020 and held it in 3 quarters. The position peaked at $8.79M in Q1 2021. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Rothschild Capital Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Rothschild Capital Partners sold 164,776 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $8.79M.
Rothschild Capital Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and held it in 3 quarters.
Rothschild Capital Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.79M in Q1 2021.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Rothschild Capital Partners's 13F filing for Q2 2021, filed 30 Jul 2021.