WC
EEMV icon

Whitney & Co’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-75
Closed -$4K – 201
2018
Q3 		$4K Hold
75
– – ﹤0.01% 409
2018
Q2 		$4K Buy
+75
New +$4.57K ﹤0.01% 273

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Whitney & Co's EEMV Position: Q4 2018 in Review

Whitney & Co sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

Whitney & Co first reported a position in EEMV in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 340 funds tracked by Wall St. Rank hold EEMV as of Q4 2018.

  • Whitney & Co reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 75 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2018, an estimated $4K.
  • Whitney & Co first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4K in Q3 2018.
  • 340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.