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Financial Partners Capital Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Financial Partners Capital 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
2017
Q1 		– Sell
-30,327
Closed -$1.48M – 111
2016
Q4 		$1.48M Buy
30,327
+463
+2% +$23.7K 0.36% 61
2016
Q3 		$1.6M Buy
+29,864
New +$1.59M 0.41% 60

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

Financial Partners Capital Management's EEMV Position: Q1 2017 in Review

Financial Partners Capital Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2017, closing a stake of 30,327 shares — an estimated $1.48M sold.

Financial Partners Capital Management first reported a position in EEMV in Q3 2016 and held it in 2 quarters. The position peaked at $1.6M in Q3 2016. 239 funds tracked by Wall St. Rank hold EEMV as of Q1 2017.

  • Financial Partners Capital Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Partners Capital Management sold 30,327 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2017, an estimated $1.48M.
  • Financial Partners Capital Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 2 quarters.
  • Financial Partners Capital Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.6M 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 Financial Partners Capital Management's 13F filing for Q1 2017, filed 15 Aug 2017.