Stratford Consulting’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stratford Consulting’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
2018 Q1	–	Sell	-3,312	Closed	-$201K	–	53
2017 Q4	$201K	Sell	3,312 -252	-7%	-$15K	0.07%	48
2017 Q3	$207K	Buy	+3,564	New	+$205K	0.08%	49
2017 Q1	–	Sell	-6,904	Closed	-$338K	–	56
2016 Q4	$338K	Buy	6,904 +100	+1%	+$5.13K	0.15%	38
2016 Q3	$368K	Sell	6,804 -831	-11%	-$44.3K	0.16%	33
2016 Q2	$394K	Buy	7,635 +81	+1%	+$4.11K	0.18%	37
2016 Q1	$388K	Sell	7,554 -302	-4%	-$14.4K	0.18%	37
2015 Q4	$382K	Sell	7,856 -84	-1%	-$4.29K	0.2%	37
2015 Q3	$396K	Buy	7,940 +163	+2%	+$8.62K	0.21%	35
2015 Q2	$449K	Hold	7,777	–	–	0.22%	36
2015 Q1	$459K	Sell	7,777 -179	-2%	-$10.4K	0.23%	36
2014 Q4	$451K	Buy	7,956 +188	+2%	+$11K	0.23%	35
2014 Q3	$465K	Buy	7,768 +270	+4%	+$16.6K	0.25%	34
2014 Q2	$450K	Buy	7,498 +1,251	+20%	+$74.1K	0.23%	34
2014 Q1	$357K	Sell	6,247 -1,180	-16%	-$65.1K	0.19%	40
2013 Q4	$433K	Buy	7,427 +1,037	+16%	+$61.3K	0.25%	33
2013 Q3	$375K	Buy	6,390 +567	+10%	+$32.7K	0.23%	34
2013 Q2	$336K	Buy	+5,823	New	+$351K	0.21%	35

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Stratford Consulting's EEMV Position: Q1 2018 in Review

Stratford Consulting sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2018, closing a stake of 3,312 shares — an estimated $201K sold.

Stratford Consulting first reported a position in EEMV in Q2 2013 and held it in 17 quarters. The position peaked at $465K in Q3 2014. 311 funds tracked by Wall St. Rank hold EEMV as of Q1 2018.

Stratford Consulting reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
Stratford Consulting sold 3,312 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2018, an estimated $201K.
Stratford Consulting first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 17 quarters.
Stratford Consulting's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $465K in Q3 2014.
311 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2018.

Based on Stratford Consulting's 13F filing for Q1 2018, filed 2 May 2018.