Independent Portfolio Consultants’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Independent Portfolio Consultants’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	$11K	Sell	200 -135	-40%	-$7.41K	﹤0.01%	698
2017 Q1	$18K	Sell	335 -4,680	-93%	-$242K	0.01%	664
2016 Q4	$245K	Sell	5,015 -275	-5%	-$14.1K	0.08%	290
2016 Q3	$286K	Sell	5,290 -785	-13%	-$41.9K	0.09%	270
2016 Q2	$313K	Sell	6,075 -330	-5%	-$16.7K	0.1%	271
2016 Q1	$329K	Buy	+6,405	New	+$304K	0.09%	272

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Portfolio Consultants's EEMV Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 40% in Q2 2017, selling an estimated $7.41K and leaving 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Independent Portfolio Consultants first reported a position in EEMV in Q1 2016 and has held it in 6 quarters since. The position peaked at $329K in Q1 2016. 246 funds tracked by Wall St. Rank hold EEMV as of Q2 2017.

Independent Portfolio Consultants held 200 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $11K as of Q2 2017.
Independent Portfolio Consultants sold 135 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2017, an estimated $7.41K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #698 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and has held it in 6 quarters since.
Independent Portfolio Consultants's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $329K in Q1 2016.
246 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.