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

Strid 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
2016
Q4 		$1.94M Sell
39,591
-166,155
-81% -$8.52M 0.79% 14
2016
Q3 		$11.1M Sell
205,746
-4,634
-2% -$247K 5% 6
2016
Q2 		$10.9M Buy
210,380
+13,724
+7% +$696K 4.58% 9
2016
Q1 		$10.1M Buy
196,656
+35,425
+22% +$1.68M 6.49% 8
2015
Q4 		$7.85M Buy
+161,231
New +$8.23M 3.33% 13

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Strid Group's EEMV Position: Q4 2016 in Review

Strid Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 81% in Q4 2016, selling an estimated $8.52M and leaving 39,591 shares worth $1.94M. The position accounts for 0.79% of the portfolio, ranked #14.

Strid Group first reported a position in EEMV in Q4 2015 and has held it in 5 quarters since. The position peaked at $11.1M in Q3 2016. 243 funds tracked by Wall St. Rank hold EEMV as of Q4 2016.

  • Strid Group held 39,591 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.94M as of Q4 2016.
  • Strid Group sold 166,155 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2016, an estimated $8.52M.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.79% of Strid Group's portfolio in Q4 2016, its #14 holding.
  • Strid Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2015 and has held it in 5 quarters since.
  • Strid Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $11.1M in Q3 2016.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2016.

Based on Strid Group's 13F filing for Q4 2016, filed 15 Feb 2017.