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CT Financial Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

CT Financial 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 		$11.8K Hold
220
– – 0.01% 419
2016
Q4 		$10.8K Hold
220
– – 0.01% 424
2016
Q3 		$11.9K Buy
+220
New +$11.7K 0.01% 409

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CT Financial Advisors's EEMV Position: Q1 2017 in Review

CT Financial Advisors held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q1 2017 at 220 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #419.

CT Financial Advisors first reported a position in EEMV in Q3 2016 and has held it in 3 quarters since. The position peaked at $11.9K in Q3 2016. 239 funds tracked by Wall St. Rank hold EEMV as of Q1 2017.

  • CT Financial Advisors held 220 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $11.8K as of Q1 2017.
  • CT Financial Advisors left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q1 2017.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #419 holding.
  • CT Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and has held it in 3 quarters since.
  • CT Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $11.9K in Q3 2016.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.