SevenBridge Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-232	Closed	-$14K	–	256
2019 Q2	$14K	Hold	232	–	–	0.01%	418
2019 Q1	$14K	Buy	+232	New	+$13.6K	0.01%	374
2018 Q1	–	Sell	-129	Closed	-$8K	–	613
2017 Q4	$8K	Buy	+129	New	+$7.67K	﹤0.01%	454

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

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

EMPI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

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

SevenBridge Financial Group's EEMV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2019, closing a stake of 232 shares — an estimated $14K sold.

SevenBridge Financial Group first reported a position in EEMV in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 344 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 232 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $14K.
SevenBridge Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 3 quarters.
SevenBridge Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $14K in Q2 2019.
344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.