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Evercore Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Evercore Wealth Management’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
2015
Q4 		– Sell
-1,700
Closed -$85K – 1024
2015
Q3 		$85K Buy
+1,700
New +$89.9K ﹤0.01% 506

Other funds holding EEMV

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Evercore Wealth Management's EEMV Position: Q4 2015 in Review

Evercore Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2015, closing a stake of 1,700 shares — an estimated $85K sold.

Evercore Wealth Management first reported a position in EEMV in Q3 2015 and held it in 1 quarter. The position peaked at $85K in Q3 2015. 186 funds tracked by Wall St. Rank hold EEMV as of Q4 2015.

  • Evercore Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,700 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2015, an estimated $85K.
  • Evercore Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $85K in Q3 2015.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.