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

SVA 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	-3,850	Closed	-$208K	–	200
2016 Q3	$208K	Sell	3,850 -813	-17%	-$43.4K	0.03%	191
2016 Q2	$241K	Sell	4,663 -3,269	-41%	-$166K	0.04%	178
2016 Q1	$407K	Sell	7,932 -10,656	-57%	-$506K	0.07%	152
2015 Q4	$904K	Sell	18,588 -4,606	-20%	-$235K	0.16%	119
2015 Q3	$1.16M	Sell	23,194 -18,052	-44%	-$955K	0.22%	105
2015 Q2	$2.38M	Sell	41,246 -3,710	-8%	-$225K	0.44%	68
2015 Q1	$2.65M	Sell	44,956 -13,282	-23%	-$769K	0.48%	71
2014 Q4	$3.3M	Buy	58,238 +8,554	+17%	+$501K	1.2%	23
2014 Q3	$2.97M	Buy	49,684 +4,392	+10%	+$271K	1.27%	21
2014 Q2	$2.72M	Sell	45,292 -1,980	-4%	-$117K	1.16%	22
2014 Q1	$2.7M	Buy	47,272 +15,398	+48%	+$849K	1.28%	21
2013 Q4	$1.86M	Buy	+31,874	New	+$1.88M	1.11%	24

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SVA Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2016, closing a stake of 3,850 shares — an estimated $208K sold.

SVA Wealth Management first reported a position in EEMV in Q4 2013 and held it in 12 quarters. The position peaked at $3.3M in Q4 2014. 243 funds tracked by Wall St. Rank hold EEMV as of Q4 2016.

SVA Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
SVA Wealth Management sold 3,850 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2016, an estimated $208K.
SVA Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 12 quarters.
SVA Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.3M in Q4 2014.
243 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2016.

Based on SVA Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.