OIA
EEMV icon

Optimum Investment Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Optimum Investment 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
2015
Q1 		$6K Hold
105
– – ﹤0.01% 861
2014
Q4 		$6K Hold
105
– – ﹤0.01% 896
2014
Q3 		$6K Hold
105
– – ﹤0.01% 816
2014
Q2 		$6K Sell
105
-190
-64% -$11.2K ﹤0.01% 830
2014
Q1 		$17K Hold
295
– – 0.01% 536
2013
Q4 		$17K Buy
295
+105
+55% +$6.21K 0.01% 543
2013
Q3 		$11K Buy
+190
New +$10.9K ﹤0.01% 570

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
KAM
Kokusai Asset Management Tokyo, Japan $108M AUM 4.75% 1-Year Est. Return

Optimum Investment Advisors's EEMV Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q1 2015 at 105 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Optimum Investment Advisors first reported a position in EEMV in Q3 2013 and has held it in 7 quarters since. The position peaked at $17K in Q1 2014. 150 funds tracked by Wall St. Rank hold EEMV as of Q1 2015.

  • Optimum Investment Advisors held 105 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $6K as of Q1 2015.
  • Optimum Investment Advisors left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q1 2015.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #861 holding.
  • Optimum Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17K in Q1 2014.
  • 150 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.