SMH
EEMV icon

Sanders Morris Harris’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sanders Morris Harris’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
Q3 		– Sell
-48,508
Closed -$2.5M – 175
2016
Q2 		$2.5M Buy
48,508
+11,033
+29% +$560K 0.58% 42
2016
Q1 		$1.93M Buy
+37,475
New +$1.78M 0.33% 68

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Sanders Morris Harris's EEMV Position: Q3 2016 in Review

Sanders Morris Harris sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2016, closing a stake of 48,508 shares — an estimated $2.5M sold.

Sanders Morris Harris first reported a position in EEMV in Q1 2016 and held it in 2 quarters. The position peaked at $2.5M in Q2 2016. 235 funds tracked by Wall St. Rank hold EEMV as of Q3 2016.

  • Sanders Morris Harris reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 48,508 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2016, an estimated $2.5M.
  • Sanders Morris Harris first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.5M in Q2 2016.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.