Seneca House Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Seneca House 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	-26,022	Closed	-$1.53M	–	67
2019 Q4	$1.53M	Sell	26,022 -561	-2%	-$32.6K	1.32%	22
2019 Q3	$1.52M	Sell	26,583 -1,008	-4%	-$58K	1.44%	20
2019 Q2	$1.62M	Sell	27,591 -1,382	-5%	-$80.7K	1.49%	18
2019 Q1	$1.72M	Sell	28,973 -82	-0.3%	-$4.79K	1.49%	19
2018 Q4	$1.62M	Buy	29,055 +98	+0.3%	+$5.5K	1.53%	19
2018 Q3	$1.72M	Sell	28,957 -137	-0.5%	-$8.04K	1.34%	20
2018 Q2	$1.68M	Sell	29,094 -1,041	-3%	-$63.4K	1.37%	21
2018 Q1	$1.88M	Buy	30,135 +42	+0.1%	+$2.62K	1.57%	20
2017 Q4	$1.83M	Buy	+30,093	New	+$1.79M	1.56%	21

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Seneca House Advisors's EEMV Position: Q1 2020 in Review

Seneca House Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 26,022 shares — an estimated $1.53M sold.

Seneca House Advisors first reported a position in EEMV in Q4 2017 and held it in 9 quarters. The position peaked at $1.88M in Q1 2018. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Seneca House Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 26,022 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $1.53M.
Seneca House Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.88M in Q1 2018.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.