CAG
EEMV icon

Crestwood Advisors Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Crestwood Advisors Group’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
-395
Closed -$22K – 234
2017
Q1 		$22K Buy
+395
New +$20.4K ﹤0.01% 363
2014
Q1 		– Sell
-136,159
Closed -$7.93M – 124
2013
Q4 		$7.93M Buy
136,159
+109,634
+413% +$6.48M 1.27% 37
2013
Q3 		$1.56M Sell
26,525
-98,250
-79% -$5.66M 0.27% 49
2013
Q2 		$7.13M Buy
+124,775
New +$7.53M 1.32% 30

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

Crestwood Advisors Group's EEMV Position: Q2 2017 in Review

Crestwood Advisors Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2017, closing a stake of 395 shares — an estimated $22K sold.

Crestwood Advisors Group first reported a position in EEMV in Q2 2013 and held it in 4 quarters. The position peaked at $7.93M in Q4 2013. 245 funds tracked by Wall St. Rank hold EEMV as of Q2 2017.

  • Crestwood Advisors Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 395 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2017, an estimated $22K.
  • Crestwood Advisors Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 4 quarters.
  • Crestwood Advisors Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.93M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.