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Fusion Investment Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Fusion Investment Group’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 		$558K Buy
11,468
+887
+8% +$45.3K 1.49% 28
2015
Q3 		$527K Buy
+10,581
New +$560K 1.25% 32

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 $4.05B AUM 19.01% 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

Fusion Investment Group's EEMV Position: Q4 2015 in Review

Fusion Investment Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 8.4% in Q4 2015, buying an estimated $45.3K and bringing the position to 11,468 shares worth $558K. The position accounts for 1.49% of the portfolio, ranked #28.

Fusion Investment Group first reported a position in EEMV in Q3 2015 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold EEMV as of Q4 2015.

  • Fusion Investment Group held 11,468 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $558K as of Q4 2015.
  • Fusion Investment Group bought 887 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2015, an estimated $45.3K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 1.49% of Fusion Investment Group's portfolio in Q4 2015, its #28 holding.
  • Fusion Investment Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2015 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.