Squar Milner Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-401	Closed	-$18K	–	348
2020 Q1	$18K	Hold	401	–	–	0.01%	480
2019 Q4	$23K	Buy	+401	New	+$23.3K	0.01%	500
2019 Q3	–	Sell	-401	Closed	-$24K	–	350
2019 Q2	$24K	Hold	401	–	–	0.02%	436
2019 Q1	$23K	Hold	401	–	–	0.02%	411
2018 Q4	$22K	Sell	401 -306	-43%	-$17.2K	0.02%	381
2018 Q3	$42K	Hold	707	–	–	0.04%	321
2018 Q2	$41K	Buy	+707	New	+$43K	0.04%	364

Other funds holding EEMV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Squar Milner Financial Services's EEMV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 401 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in EEMV in Q2 2018 and held it in 7 quarters. The position peaked at $42K in Q3 2018. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 401 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $42K in Q3 2018.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.