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Haverford Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Haverford Financial Services’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
Q2 		– Sell
-5,600
Closed -$300K – 60
2017
Q1 		$300K Hold
5,600
– – 0.12% 48
2016
Q4 		$274K Hold
5,600
– – 0.12% 51
2016
Q3 		$303K Hold
5,600
– – 0.13% 44
2016
Q2 		$289K Hold
5,600
– – 0.12% 48
2016
Q1 		$288K Buy
+5,600
New +$266K 0.12% 49

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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Haverford Financial Services's EEMV Position: Q2 2017 in Review

Haverford Financial Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2017, closing a stake of 5,600 shares — an estimated $300K sold.

Haverford Financial Services first reported a position in EEMV in Q1 2016 and held it in 5 quarters. The position peaked at $303K in Q3 2016. 245 funds tracked by Wall St. Rank hold EEMV as of Q2 2017.

  • Haverford Financial Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Haverford Financial Services sold 5,600 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2017, an estimated $300K.
  • Haverford Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and held it in 5 quarters.
  • Haverford Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $303K in Q3 2016.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2017.

Based on Haverford Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.