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Summit Financial Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Summit Financial Wealth 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
2019
Q4 		– Sell
-21,840
Closed -$1.26M – 141
2019
Q3 		$1.26M Sell
21,840
-147
-0.7% -$8.45K 0.31% 58
2019
Q2 		$1.29M Buy
+21,987
New +$1.28M 0.32% 63

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
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's EEMV Position: Q4 2019 in Review

Summit Financial Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2019, closing a stake of 21,840 shares — an estimated $1.26M sold.

Summit Financial Wealth Advisors first reported a position in EEMV in Q2 2019 and held it in 2 quarters. The position peaked at $1.29M in Q2 2019. 396 funds tracked by Wall St. Rank hold EEMV as of Q4 2019.

  • Summit Financial Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 21,840 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2019, an estimated $1.26M.
  • Summit Financial Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2019 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.29M in Q2 2019.
  • 396 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.