Veritable’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Veritable’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 Q1	–	Sell	-9,570	Closed	-$561K	–	757
2019 Q4	$561K	Sell	9,570 -1,658	-15%	-$96.2K	0.01%	502
2019 Q3	$641K	Hold	11,228	–	–	0.01%	451
2019 Q2	$661K	Sell	11,228 -2,720	-20%	-$159K	0.01%	438
2019 Q1	$827K	Buy	13,948 +123	+0.9%	+$7.19K	0.02%	380
2018 Q4	$772K	Sell	13,825 -7,545	-35%	-$423K	0.02%	366
2018 Q3	$1.27M	Buy	21,370 +580	+3%	+$34K	0.03%	304
2018 Q2	$1.2M	Buy	+20,790	New	+$1.27M	0.03%	301
2018 Q1	–	Sell	-6,201	Closed	-$377K	–	808
2017 Q4	$377K	Hold	6,201	–	–	0.01%	580
2017 Q3	$360K	Buy	+6,201	New	+$356K	0.01%	561
2016 Q4	–	Sell	-4,220	Closed	-$228K	–	751
2016 Q3	$228K	Hold	4,220	–	–	0.01%	655
2016 Q2	$218K	Hold	4,220	–	–	0.01%	650
2016 Q1	$217K	Buy	+4,220	New	+$201K	0.01%	645
2015 Q2	–	Sell	-3,588	Closed	-$212K	–	780
2015 Q1	$212K	Hold	3,588	–	–	﹤0.01%	867
2014 Q4	$203K	Buy	+3,588	New	+$210K	﹤0.01%	881
2014 Q1	–	Sell	-814	Closed	-$47K	–	926
2013 Q4	$47K	Buy	+814	New	+$48.1K	﹤0.01%	927

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CPO

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

Veritable's EEMV Position: Q1 2020 in Review

Veritable sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 9,570 shares — an estimated $561K sold.

Veritable first reported a position in EEMV in Q4 2013 and held it in 15 quarters. The position peaked at $1.27M in Q3 2018. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Veritable reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Veritable sold 9,570 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $561K.
Veritable first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 15 quarters.
Veritable's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.27M in Q3 2018.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.