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

VERITY 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
2020 Q1	–	Sell	-12,485	Closed	-$732K	–	44
2019 Q4	$732K	Sell	12,485 -3,055	-20%	-$177K	0.7%	28
2019 Q3	$887K	Sell	15,540 -245	-2%	-$14.1K	0.87%	26
2019 Q2	$929K	Buy	15,785 +49	+0.3%	+$2.86K	0.91%	25
2019 Q1	$933K	Sell	15,736 -2,873	-15%	-$168K	0.95%	24
2018 Q4	$1.04M	Buy	+18,609	New	+$1.04M	1.2%	24

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

VERITY Wealth Advisors's EEMV Position: Q1 2020 in Review

VERITY Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 12,485 shares — an estimated $732K sold.

VERITY Wealth Advisors first reported a position in EEMV in Q4 2018 and held it in 5 quarters. The position peaked at $1.04M in Q4 2018. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

VERITY Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
VERITY Wealth Advisors sold 12,485 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $732K.
VERITY Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
VERITY Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.04M in Q4 2018.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on VERITY Wealth Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.