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

OTA Financial Group’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 		$669K Sell
11,705
-19,351
-62% -$1.07M 0.64% 32
2013
Q4 		$1.81K Buy
+31,056
New +$1.84M 1.13% 15

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

OTA Financial Group's EEMV Position: Q1 2014 in Review

OTA Financial Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 62% in Q1 2014, selling an estimated $1.07M and leaving 11,705 shares worth $669K. The position accounts for 0.64% of the portfolio, ranked #32.

OTA Financial Group first reported a position in EEMV in Q4 2013 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold EEMV as of Q1 2014.

  • OTA Financial Group held 11,705 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $669K as of Q1 2014.
  • OTA Financial Group sold 19,351 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2014, an estimated $1.07M.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.64% of OTA Financial Group's portfolio in Q1 2014, its #32 holding.
  • OTA Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.