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

Vontobel Swiss 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
2021 Q2	$778K	Buy	13,325 +475	+4%	+$30.3K	0.4%	37
2021 Q1	$812K	Sell	12,850 -650	-5%	-$41.1K	0.45%	36
2020 Q4	$825K	Buy	13,500 +450	+3%	+$26.2K	0.47%	38
2020 Q3	$649K	Hold	13,050	–	–	0.45%	36
2020 Q2	$679K	Sell	13,050 -211	-2%	-$10.7K	0.45%	44
2020 Q1	$622K	Buy	13,261 +236	+2%	+$12.7K	0.47%	46
2019 Q4	$764K	Hold	13,025	–	–	0.5%	53
2019 Q3	$744K	Buy	13,025 +1,300	+11%	+$74.7K	0.48%	56
2019 Q2	$690K	Sell	11,725 -5,875	-33%	-$343K	0.37%	63
2019 Q1	$1.02M	Sell	17,600 -13,035	-43%	-$762K	1.11%	24
2018 Q4	$1.64M	Sell	30,635 -92,661	-75%	-$5.2M	1.22%	30
2018 Q3	$7.06M	Sell	123,296 -4,842	-4%	-$284K	4.14%	6
2018 Q2	$7.41M	Buy	128,138 +3,043	+2%	+$185K	4.21%	7
2018 Q1	$7.8M	Buy	125,095 +808	+0.7%	+$50.5K	4.11%	7
2017 Q4	$7.24M	Sell	124,287 -4,594	-4%	-$273K	4.26%	7
2017 Q3	$7.18M	Sell	128,881 -2,336	-2%	-$134K	4.38%	6
2017 Q2	$7.27M	Sell	131,217 -8,159	-6%	-$448K	4.62%	6
2017 Q1	$7.46M	Sell	139,376 -128,576	-48%	-$6.65M	4.04%	6
2016 Q4	$13.1M	Sell	267,952 -8,378	-3%	-$429K	8.05%	1
2016 Q3	$14.9M	Sell	276,330 -2,570	-0.9%	-$137K	8.01%	1
2016 Q2	$13M	Buy	+278,900	New	+$14.1M	7.68%	1

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

Vontobel Swiss Wealth Advisors's EEMV Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.7% in Q2 2021, buying an estimated $30.3K and bringing the position to 13,325 shares worth $778K. The position accounts for 0.4% of the portfolio, ranked #37.

Vontobel Swiss Wealth Advisors first reported a position in EEMV in Q2 2016 and has held it in 21 quarters since. The position peaked at $14.9M in Q3 2016. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Vontobel Swiss Wealth Advisors held 13,325 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $778K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 475 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $30.3K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.4% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #37 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2016 and has held it in 21 quarters since.
Vontobel Swiss Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $14.9M in Q3 2016.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.