Curi RMB Capital’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Curi RMB Capital’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
2019 Q2	–	Sell	-11,855	Closed	-$703K	–	769
2019 Q1	$703K	Buy	11,855 +390	+3%	+$22.8K	0.02%	514
2018 Q4	$641K	Sell	11,465 -4,465	-28%	-$251K	0.02%	579
2018 Q3	$945K	Sell	15,930 -430	-3%	-$25.2K	0.02%	514
2018 Q2	$946K	Hold	16,360	–	–	0.02%	502
2018 Q1	$1.02M	Buy	16,360 +2,618	+19%	+$164K	0.03%	505
2017 Q4	$835K	Buy	+13,742	New	+$817K	0.02%	507

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curi RMB Capital's EEMV Position: Q2 2019 in Review

Curi RMB Capital sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2019, closing a stake of 11,855 shares — an estimated $703K sold.

Curi RMB Capital first reported a position in EEMV in Q4 2017 and held it in 6 quarters. The position peaked at $1.02M in Q1 2018. 364 funds tracked by Wall St. Rank hold EEMV as of Q2 2019.

Curi RMB Capital reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Curi RMB Capital sold 11,855 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2019, an estimated $703K.
Curi RMB Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Curi RMB Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.02M in Q1 2018.
364 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2019.

Based on Curi RMB Capital's 13F filing for Q2 2019, filed 13 Aug 2019.