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

KMS 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
2014
Q1 		– Sell
-4,129
Closed -$240K – 537
2013
Q4 		$240K Buy
+4,129
New +$244K 0.04% 429

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KMS Financial Services's EEMV Position: Q1 2014 in Review

KMS Financial Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2014, closing a stake of 4,129 shares — an estimated $240K sold.

KMS Financial Services first reported a position in EEMV in Q4 2013 and held it in 1 quarter. The position peaked at $240K in Q4 2013. 121 funds tracked by Wall St. Rank hold EEMV as of Q1 2014.

  • KMS Financial Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 4,129 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2014, an estimated $240K.
  • KMS Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 1 quarter.
  • KMS Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $240K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.