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

Wealthquest’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
Q4 		– Sell
-4,051
Closed -$223K – 136
2020
Q3 		$223K Sell
4,051
-410
-9% -$22.6K 0.06% 102
2020
Q2 		$231K Buy
+4,461
New +$226K 0.06% 97

Other funds holding EEMV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthquest's EEMV Position: Q4 2020 in Review

Wealthquest sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2020, closing a stake of 4,051 shares — an estimated $223K sold.

Wealthquest first reported a position in EEMV in Q2 2020 and held it in 2 quarters. The position peaked at $231K in Q2 2020. 362 funds tracked by Wall St. Rank hold EEMV as of Q4 2020.

  • Wealthquest reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Wealthquest sold 4,051 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2020, an estimated $223K.
  • Wealthquest first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 2 quarters.
  • Wealthquest's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $231K in Q2 2020.
  • 362 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2020.

Based on Wealthquest's 13F filing for Q4 2020, filed 9 Feb 2021.