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

Intercontinental 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
2020
Q1 		– Sell
-1,344
Closed -$76K – 202
2019
Q4 		$76K Hold
1,344
– – 0.06% 159
2019
Q3 		$77K Hold
1,344
– – 0.05% 186
2019
Q2 		$79K Hold
1,344
– – 0.04% 179
2019
Q1 		$80K Hold
1,344
– – 0.04% 188
2018
Q4 		$75K Buy
+1,344
New +$75.4K 0.04% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Intercontinental Wealth Advisors's EEMV Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 1,344 shares — an estimated $76K sold.

Intercontinental Wealth Advisors first reported a position in EEMV in Q4 2018 and held it in 5 quarters. The position peaked at $80K in Q1 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,344 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $76K.
  • Intercontinental Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $80K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.