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

ARS 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
2017 Q1	–	Sell	-5,340	Closed	-$261K	–	115
2016 Q4	$261K	Sell	5,340 -454	-8%	-$23.3K	0.12%	83
2016 Q3	$313K	Buy	+5,794	New	+$309K	0.13%	70
2016 Q1	–	Sell	-5,499	Closed	-$268K	–	78
2015 Q4	$268K	Sell	5,499 -18,979	-78%	-$969K	0.14%	60
2015 Q3	$1.22M	Sell	24,478 -19,823	-45%	-$1.05M	0.62%	15
2015 Q2	$2.56M	Buy	44,301 +735	+2%	+$44.6K	1.13%	13
2015 Q1	$2.57M	Buy	43,566 +266	+0.6%	+$15.4K	1.11%	13
2014 Q4	$2.45M	Sell	43,300 -1,388	-3%	-$81.3K	1.06%	15
2014 Q3	$2.67M	Buy	44,688 +3,521	+9%	+$217K	1.24%	15
2014 Q2	$2.47M	Buy	41,167 +1,080	+3%	+$63.9K	1.2%	15
2014 Q1	$2.29M	Sell	40,087 -5,036	-11%	-$278K	1.38%	13
2013 Q4	$2.63M	Buy	+45,123	New	+$2.67M	1.62%	13

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

ARS Wealth Advisors's EEMV Position: Q1 2017 in Review

ARS Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2017, closing a stake of 5,340 shares — an estimated $261K sold.

ARS Wealth Advisors first reported a position in EEMV in Q4 2013 and held it in 11 quarters. The position peaked at $2.67M in Q3 2014. 240 funds tracked by Wall St. Rank hold EEMV as of Q1 2017.

ARS Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
ARS Wealth Advisors sold 5,340 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2017, an estimated $261K.
ARS Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 11 quarters.
ARS Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.67M in Q3 2014.
240 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2017.

Based on ARS Wealth Advisors's 13F filing for Q1 2017, filed 11 Jun 2021.