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

Valeo Financial 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 Q2	–	Sell	-954	Closed	-$60K	–	871
2021 Q1	$60K	Hold	954	–	–	﹤0.01%	792
2020 Q4	$58K	Hold	954	–	–	﹤0.01%	719
2020 Q3	$53K	Hold	954	–	–	﹤0.01%	648
2020 Q2	$50K	Hold	954	–	–	﹤0.01%	730
2020 Q1	$46K	Hold	954	–	–	﹤0.01%	636
2019 Q4	$56K	Buy	954 +155	+19%	+$9K	0.01%	604
2019 Q3	$46K	Hold	799	–	–	0.01%	635
2019 Q2	$47K	Buy	799 +117	+17%	+$6.83K	0.01%	621
2019 Q1	$40K	Sell	682 -883	-56%	-$51.6K	﹤0.01%	611
2018 Q4	$87K	Buy	1,565 +4	+0.3%	+$224	0.01%	406
2018 Q3	$86K	Hold	1,561	–	–	0.01%	430
2018 Q2	$91K	Buy	1,561 +863	+124%	+$52.5K	0.01%	414
2018 Q1	$44K	Buy	+698	New	+$43.6K	0.01%	511

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

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's EEMV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 954 shares — an estimated $60K sold.

Valeo Financial Advisors first reported a position in EEMV in Q1 2018 and held it in 13 quarters. The position peaked at $91K in Q2 2018. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 954 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $60K.
Valeo Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $91K in Q2 2018.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.