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

Forvis Mazars 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	-13,043	Closed	-$670K	–	189
2016 Q1	$670K	Sell	13,043 -6,921	-35%	-$329K	0.11%	93
2015 Q4	$971K	Sell	19,964 -34,499	-63%	-$1.76M	0.15%	75
2015 Q3	$2.71M	Sell	54,463 -37,444	-41%	-$1.98M	0.48%	26
2015 Q2	$5.3M	Sell	91,907 -13,935	-13%	-$846K	0.79%	19
2015 Q1	$6.25M	Buy	105,842 +26,075	+33%	+$1.51M	0.9%	18
2014 Q4	$4.52M	Sell	79,767 -14,349	-15%	-$841K	0.74%	19
2014 Q3	$5.63M	Buy	94,116 +8,341	+10%	+$514K	0.97%	19
2014 Q2	$5.15M	Buy	85,775 +14,386	+20%	+$852K	0.88%	19
2014 Q1	$4.09M	Buy	71,389 +12,338	+21%	+$680K	0.72%	19
2013 Q4	$3.44M	Buy	59,051 +8,148	+16%	+$482K	0.64%	21
2013 Q3	$2.99M	Buy	+50,903	New	+$2.93M	0.61%	25

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

Forvis Mazars Wealth Advisors's EEMV Position: Q2 2016 in Review

Forvis Mazars Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2016, closing a stake of 13,043 shares — an estimated $670K sold.

Forvis Mazars Wealth Advisors first reported a position in EEMV in Q3 2013 and held it in 11 quarters. The position peaked at $6.25M in Q1 2015. 213 funds tracked by Wall St. Rank hold EEMV as of Q2 2016.

Forvis Mazars Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2016 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,043 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2016, an estimated $670K.
Forvis Mazars Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2013 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.25M in Q1 2015.
213 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2016, filed 12 Jul 2016.