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

IBEX 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
2018 Q3	–	Sell	-45,456	Closed	-$2.8M	–	94
2018 Q2	$2.8M	Hold	45,456	–	–	1.12%	40
2018 Q1	$2.8M	Buy	+45,456	New	+$2.84M	1.14%	39
2017 Q4	–	Sell	-32,162	Closed	-$1.89M	–	96
2017 Q3	$1.89M	Buy	32,162 +3,629	+13%	+$209K	0.7%	58
2017 Q2	$1.58M	Buy	+28,533	New	+$1.57M	0.62%	63

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

IBEX Wealth Advisors's EEMV Position: Q3 2018 in Review

IBEX Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2018, closing a stake of 45,456 shares — an estimated $2.8M sold.

IBEX Wealth Advisors first reported a position in EEMV in Q2 2017 and held it in 4 quarters. The position peaked at $2.8M in Q2 2018. 297 funds tracked by Wall St. Rank hold EEMV as of Q3 2018.

IBEX Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
IBEX Wealth Advisors sold 45,456 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2018, an estimated $2.8M.
IBEX Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and held it in 4 quarters.
IBEX Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.8M in Q2 2018.
297 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2018.

Based on IBEX Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.