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

Sowa 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
2021
Q1 		– Sell
-2,838
Closed -$173K – 117
2020
Q4 		$173K Hold
2,838
– – 0.12% 68
2020
Q3 		$157K Hold
2,838
– – 0.11% 69
2020
Q2 		$148K Sell
2,838
-278
-9% -$14.1K 0.11% 69
2020
Q1 		$146K Sell
3,116
-874
-22% -$47.2K 0.13% 64
2019
Q4 		$234K Buy
+3,990
New +$232K 0.19% 55

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sowa Financial Group's EEMV Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2021, closing a stake of 2,838 shares — an estimated $173K sold.

Sowa Financial Group first reported a position in EEMV in Q4 2019 and held it in 5 quarters. The position peaked at $234K in Q4 2019. 356 funds tracked by Wall St. Rank hold EEMV as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,838 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2021, an estimated $173K.
  • Sowa Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $234K in Q4 2019.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.