YorkBridge Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-957	Closed	-$56K	–	304
2019 Q2	$56K	Hold	957	–	–	0.02%	359
2019 Q1	$57K	Sell	957 -60	-6%	-$3.51K	0.03%	346
2018 Q4	$57K	Hold	1,017	–	–	0.03%	320
2018 Q3	$60K	Sell	1,017 -40	-4%	-$2.35K	0.03%	341
2018 Q2	$61K	Sell	1,057 -21	-2%	-$1.28K	0.03%	345
2018 Q1	$68K	Hold	1,078	–	–	0.03%	335
2017 Q4	$66K	Hold	1,078	–	–	0.03%	340
2017 Q3	$63K	Hold	1,078	–	–	0.03%	348
2017 Q2	$60K	Hold	1,078	–	–	0.03%	350
2017 Q1	$59K	Buy	1,078 +296	+38%	+$15.3K	0.03%	348
2016 Q4	$39K	Buy	+782	New	+$40.1K	0.02%	389

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

YorkBridge Wealth Partners's EEMV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2019, closing a stake of 957 shares — an estimated $56K sold.

YorkBridge Wealth Partners first reported a position in EEMV in Q4 2016 and held it in 11 quarters. The position peaked at $68K in Q1 2018. 344 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 957 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $56K.
YorkBridge Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $68K in Q1 2018.
344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.