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Capital Directions Investment Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Capital Directions Investment 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
Q2 		– Sell
-4,700
Closed -$251K – 110
2017
Q1 		$251K Buy
+4,700
New +$243K 0.09% 37
2014
Q3 		– Sell
-521
Closed -$31K – 70
2014
Q2 		$31K Buy
+521
New +$30.8K 0.01% 55

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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Directions Investment Advisors's EEMV Position: Q2 2017 in Review

Capital Directions Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2017, closing a stake of 4,700 shares — an estimated $251K sold.

Capital Directions Investment Advisors first reported a position in EEMV in Q2 2014 and held it in 2 quarters. The position peaked at $251K in Q1 2017. 246 funds tracked by Wall St. Rank hold EEMV as of Q2 2017.

  • Capital Directions Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 4,700 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2017, an estimated $251K.
  • Capital Directions Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2014 and held it in 2 quarters.
  • Capital Directions Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $251K in Q1 2017.
  • 246 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.