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Howe & Rusling’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-60
Closed -$3K – 1041
2016
Q3 		$3K Buy
+60
New +$3.2K ﹤0.01% 761

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Howe & Rusling's EEMV Position: Q4 2016 in Review

Howe & Rusling sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2016, closing a stake of 60 shares — an estimated $3K sold.

Howe & Rusling first reported a position in EEMV in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 243 funds tracked by Wall St. Rank hold EEMV as of Q4 2016.

  • Howe & Rusling reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Howe & Rusling sold 60 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2016, an estimated $3K.
  • Howe & Rusling first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Howe & Rusling's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3K in Q3 2016.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2016.

Based on Howe & Rusling's 13F filing for Q4 2016, filed 20 Jan 2017.