Wealthspire Advisors (Maryland)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-30	Closed	-$2K	–	889
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	2139
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	2071
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	2144
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	2141
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	2154
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	2109
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	1972
2017 Q2	$2K	Buy	+30	New	+$1.65K	﹤0.01%	1976

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EEMV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2019, closing a stake of 30 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EEMV in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 364 funds tracked by Wall St. Rank hold EEMV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 30 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2K in Q1 2019.
364 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.