White Lighthouse Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

White Lighthouse Investment Management’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 Q2	–	Sell	-8,260	Closed	-$388K	–	112
2020 Q1	$388K	Sell	8,260 -8,370	-50%	-$452K	0.16%	84
2019 Q4	$976K	Sell	16,630 -815	-5%	-$47.3K	0.36%	53
2019 Q3	$996K	Buy	17,445 +1,750	+11%	+$101K	0.4%	52
2019 Q2	$924K	Sell	15,695 -480	-3%	-$28K	0.39%	53
2019 Q1	$959K	Sell	16,175 -200	-1%	-$11.7K	0.44%	51
2018 Q4	$915K	Sell	16,375 -800	-5%	-$44.9K	0.5%	48
2018 Q3	$1.02M	Buy	17,175 +740	+5%	+$43.4K	0.52%	45
2018 Q2	$951K	Buy	16,435 +200	+1%	+$12.2K	0.52%	46
2018 Q1	$1.01M	Sell	16,235 -1,220	-7%	-$76.2K	0.58%	44
2017 Q4	$1.06M	Buy	+17,455	New	+$1.04M	0.61%	42

Other funds holding EEMV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EMPI

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

White Lighthouse Investment Management's EEMV Position: Q2 2020 in Review

White Lighthouse Investment Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 8,260 shares — an estimated $388K sold.

White Lighthouse Investment Management first reported a position in EEMV in Q4 2017 and held it in 10 quarters. The position peaked at $1.06M in Q4 2017. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

White Lighthouse Investment Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 8,260 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $388K.
White Lighthouse Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 10 quarters.
White Lighthouse Investment Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.06M in Q4 2017.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on White Lighthouse Investment Management's 13F filing for Q2 2020, filed 23 Jul 2020.