Cypress Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cypress Wealth 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
2016 Q2	–	Sell	-10,727	Closed	-$475K	–	195
2016 Q1	$475K	Hold	10,727	–	–	0.22%	100
2015 Q4	$522K	Buy	10,727 +1,876	+21%	+$95.8K	0.26%	87
2015 Q3	$441K	Hold	8,851	–	–	0.24%	98
2015 Q2	$511K	Buy	+8,851	New	+$537K	0.3%	86

Other funds holding EEMV

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Cypress Wealth Advisors's EEMV Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2016, closing a stake of 10,727 shares — an estimated $475K sold.

Cypress Wealth Advisors first reported a position in EEMV in Q2 2015 and held it in 4 quarters. The position peaked at $522K in Q4 2015. 213 funds tracked by Wall St. Rank hold EEMV as of Q2 2016.

Cypress Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 10,727 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2016, an estimated $475K.
Cypress Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2015 and held it in 4 quarters.
Cypress Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $522K in Q4 2015.
213 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.