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

Sutton 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	-1,000	Closed	-$57.1K	–	1174
2019 Q3	$57.1K	Hold	1,000	–	–	0.03%	273
2019 Q2	$58.9K	Hold	1,000	–	–	0.03%	269
2019 Q1	$59.3K	Hold	1,000	–	–	0.03%	261
2018 Q4	$55.9K	Buy	+1,000	New	+$56.1K	0.04%	259

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CPO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's EEMV Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2019, closing a stake of 1,000 shares — an estimated $57.1K sold.

Sutton Wealth Advisors first reported a position in EEMV in Q4 2018 and held it in 4 quarters. The position peaked at $59.3K in Q1 2019. 396 funds tracked by Wall St. Rank hold EEMV as of Q4 2019.

Sutton Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 1,000 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2019, an estimated $57.1K.
Sutton Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 4 quarters.
Sutton Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $59.3K in Q1 2019.
396 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.