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

Wealthsimple US’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
Q1 		$9.95M Sell
157,492
-15,533
-9% -$981K 5.89% 8
2020
Q4 		$10.6M Buy
173,025
+16,244
+10% +$948K 5.78% 8
2020
Q3 		$8.65M Buy
156,781
+25,581
+19% +$1.41M 5.76% 8
2020
Q2 		$6.82M Buy
131,200
+8,133
+7% +$411K 5.19% 8
2020
Q1 		$5.77M Buy
123,067
+10,330
+9% +$557K 5.07% 10
2019
Q4 		$6.61M Buy
+112,737
New +$6.54M 5.26% 8

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthsimple US's EEMV Position: Q1 2021 in Review

Wealthsimple US reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 9% in Q1 2021, selling an estimated $981K and leaving 157,492 shares worth $9.95M. The position accounts for 5.89% of the portfolio, ranked #8.

Wealthsimple US first reported a position in EEMV in Q4 2019 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2020. 356 funds tracked by Wall St. Rank hold EEMV as of Q1 2021.

  • Wealthsimple US held 157,492 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $9.95M as of Q1 2021.
  • Wealthsimple US sold 15,533 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2021, an estimated $981K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 5.89% of Wealthsimple US's portfolio in Q1 2021, its #8 holding.
  • Wealthsimple US first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 6 quarters since.
  • Wealthsimple US's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10.6M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.