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Stonebridge Capital Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stonebridge Capital 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
2021
Q3 		– Sell
-574
Closed -$36K – 987
2021
Q2 		$36K Hold
574
– – ﹤0.01% 530
2021
Q1 		$36K Buy
+574
New +$36.3K ﹤0.01% 392

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stonebridge Capital Advisors's EEMV Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 574 shares — an estimated $36K sold.

Stonebridge Capital Advisors first reported a position in EEMV in Q1 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 574 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $36K.
  • Stonebridge Capital Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $36K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.