MWAM
EEMV icon

Mariner Wealth Advisors (Madison)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$10.9M Buy
185,203
+73
+0% +$4.21K 4.38% 6
2013
Q2 		$10.6M Buy
+185,130
New +$11.2M 4.7% 6

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s EEMV Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.04% in Q3 2013, buying an estimated $4.21K and bringing the position to 185,203 shares worth $10.9M. The position accounts for 4.38% of the portfolio, ranked #6.

Mariner Wealth Advisors (Madison) first reported a position in EEMV in Q2 2013 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold EEMV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 185,203 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $10.9M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 73 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2013, an estimated $4.21K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 4.38% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #6 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.