Oak Point Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$347K Buy
5,653
+1,344
+31% +$83.9K 0.35% 76
2017
Q4
$257K Buy
+4,309
New +$256K 0.25% 87

Other funds holding EEMV

Oak Point Wealth Management's EEMV Position: Q1 2018 in Review

Oak Point Wealth Management increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 31% in Q1 2018, buying an estimated $83.9K and bringing the position to 5,653 shares worth $347K. The position accounts for 0.35% of the portfolio, ranked #76.

Oak Point Wealth Management first reported a position in EEMV in Q4 2017 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold EEMV as of Q1 2018.

  • Oak Point Wealth Management held 5,653 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $347K as of Q1 2018.
  • Oak Point Wealth Management bought 1,344 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2018, an estimated $83.9K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.35% of Oak Point Wealth Management's portfolio in Q1 2018, its #76 holding.
  • Oak Point Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.