Wealthcare Advisory Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Wealthcare Advisory Partners’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	-1,628	Closed	-$103K	–	893
2021 Q1	$103K	Buy	+1,628	New	+$103K	0.01%	661
2020 Q2	–	Sell	-469	Closed	-$22K	–	590
2020 Q1	$22K	Sell	469 -4,838	-91%	-$261K	﹤0.01%	704
2019 Q4	$311K	Buy	5,307 +169	+3%	+$9.81K	0.04%	235
2019 Q3	$293K	Sell	5,138 -460	-8%	-$26.4K	0.04%	216
2019 Q2	$330K	Buy	5,598 +440	+9%	+$25.7K	0.05%	193
2019 Q1	$306K	Buy	5,158 +5,037	+4,163%	+$294K	0.05%	181
2018 Q4	$7K	Hold	121	–	–	﹤0.01%	856
2018 Q3	$7K	Hold	121	–	–	﹤0.01%	927
2018 Q2	$7K	Buy	121 +96	+384%	+$5.84K	﹤0.01%	918
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	953
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	914
2017 Q3	$1K	Buy	+25	New	+$1.44K	﹤0.01%	808
2017 Q1	–	Sell	-197	Closed	-$10K	–	114
2016 Q4	$10K	Buy	+197	New	+$10.1K	0.01%	83

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

Wealthcare Advisory Partners's EEMV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 1,628 shares — an estimated $103K sold.

Wealthcare Advisory Partners first reported a position in EEMV in Q4 2016 and held it in 13 quarters. The position peaked at $330K in Q2 2019. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,628 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $103K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 13 quarters.
Wealthcare Advisory Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $330K in Q2 2019.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.