Mackenzie Financial
EEMV icon

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

Mackenzie Financial’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
-11,475
Closed -$620K – 662
2016
Q3 		$620K Hold
11,475
– – ﹤0.01% 477
2016
Q2 		$592K Buy
+11,475
New +$582K ﹤0.01% 731

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BIT
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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

Mackenzie Financial's EEMV Position: Q4 2016 in Review

Mackenzie Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2016, closing a stake of 11,475 shares — an estimated $620K sold.

Mackenzie Financial first reported a position in EEMV in Q2 2016 and held it in 2 quarters. The position peaked at $620K in Q3 2016. 243 funds tracked by Wall St. Rank hold EEMV as of Q4 2016.

  • Mackenzie Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Mackenzie Financial sold 11,475 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2016, an estimated $620K.
  • Mackenzie Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2016 and held it in 2 quarters.
  • Mackenzie Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $620K 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 Mackenzie Financial's 13F filing for Q4 2016, filed 14 Feb 2017.