Westover Capital Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Westover Capital Advisors’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
2020 Q1	–	Sell	-83,263	Closed	-$4.88M	–	123
2019 Q4	$4.88M	Buy	83,263 +390	+0.5%	+$22.6K	2.18%	13
2019 Q3	$4.73M	Buy	82,873 +20,490	+33%	+$1.18M	2.23%	14
2019 Q2	$3.67M	Buy	62,383 +13,739	+28%	+$802K	1.81%	17
2019 Q1	$2.88M	Buy	48,644 +11,452	+31%	+$669K	1.5%	24
2018 Q4	$2.08M	Sell	37,192 -459	-1%	-$25.8K	1.3%	31
2018 Q3	$2.23M	Sell	37,651 -1,027	-3%	-$60.2K	1.13%	31
2018 Q2	$2.24M	Sell	38,678 -691	-2%	-$42.1K	1.21%	35
2018 Q1	$2.45M	Buy	39,369 +125	+0.3%	+$7.81K	1.34%	30
2017 Q4	$2.38M	Sell	39,244 -37,642	-49%	-$2.24M	1.31%	28
2017 Q3	$4.47M	Buy	76,886 +2,356	+3%	+$135K	2.63%	6
2017 Q2	$4.13M	Sell	74,530 -515	-0.7%	-$28.3K	2.72%	4
2017 Q1	$4.01M	Buy	75,045 +39,022	+108%	+$2.02M	2.68%	5
2016 Q4	$1.76M	Sell	36,023 -27,765	-44%	-$1.42M	1.26%	29
2016 Q3	$3.45M	Buy	+63,788	New	+$3.4M	2.56%	9

Other funds holding EEMV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Westover Capital Advisors's EEMV Position: Q1 2020 in Review

Westover Capital Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 83,263 shares — an estimated $4.88M sold.

Westover Capital Advisors first reported a position in EEMV in Q3 2016 and held it in 14 quarters. The position peaked at $4.88M in Q4 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Westover Capital Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Westover Capital Advisors sold 83,263 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $4.88M.
Westover Capital Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 14 quarters.
Westover Capital Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.88M in Q4 2019.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.