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Calton & Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Calton & Associates’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
Q1 		– Sell
-74
Closed -$4K – 585
2017
Q4 		$4K Buy
+74
New +$4.4K ﹤0.01% 1282

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Calton & Associates's EEMV Position: Q1 2018 in Review

Calton & Associates sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2018, closing a stake of 74 shares — an estimated $4K sold.

Calton & Associates first reported a position in EEMV in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 310 funds tracked by Wall St. Rank hold EEMV as of Q1 2018.

  • Calton & Associates reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 74 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.