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

Patriot Wealth Management’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
-366,201
Closed -$19.8M – 65
2016
Q3 		$19.8M Buy
+366,201
New +$19.5M 3.82% 4

Other funds holding EEMV

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Wealth Management's EEMV Position: Q4 2016 in Review

Patriot Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2016, closing a stake of 366,201 shares — an estimated $19.8M sold.

Patriot Wealth Management first reported a position in EEMV in Q3 2016 and held it in 1 quarter. The position peaked at $19.8M in Q3 2016. 245 funds tracked by Wall St. Rank hold EEMV as of Q4 2016.

  • Patriot Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Patriot Wealth Management sold 366,201 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2016, an estimated $19.8M.
  • Patriot Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Patriot Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $19.8M in Q3 2016.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2016.

Based on Patriot Wealth Management's 13F filing for Q4 2016, filed 17 Jan 2017.