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Acorn Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Acorn Wealth Advisors’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
Q3 		– Sell
-2,232
Closed -$128K – 193
2018
Q2 		$128K Buy
2,232
+19
+0.9% +$1.16K 0.11% 152
2018
Q1 		$136K Hold
2,213
– – 0.12% 140
2017
Q4 		$138K Buy
+2,213
New +$132K 0.13% 134

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Acorn Wealth Advisors's EEMV Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2018, closing a stake of 2,232 shares — an estimated $128K sold.

Acorn Wealth Advisors first reported a position in EEMV in Q4 2017 and held it in 3 quarters. The position peaked at $138K in Q4 2017. 297 funds tracked by Wall St. Rank hold EEMV as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,232 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2018, an estimated $128K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $138K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.