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

WFG 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
2017 Q2	$25K	Sell	443 -287	-39%	-$15.8K	0.01%	885
2017 Q1	$39K	Sell	730 -904	-55%	-$46.7K	0.01%	724
2016 Q4	$80K	Sell	1,634 -1,749	-52%	-$89.6K	0.02%	590
2016 Q3	$183K	Sell	3,383 -308	-8%	-$16.4K	0.05%	386
2016 Q2	$190K	Buy	3,691 +166	+5%	+$8.42K	0.05%	356
2016 Q1	$181K	Buy	3,525 +255	+8%	+$12.1K	0.05%	322
2015 Q4	$159K	Sell	3,270 -1,665	-34%	-$85K	0.05%	348
2015 Q3	$246K	Buy	4,935 +1,276	+35%	+$67.5K	0.08%	250
2015 Q2	$211K	Buy	3,659 +1,801	+97%	+$109K	0.06%	329
2015 Q1	$110K	Sell	1,858 -961	-34%	-$55.6K	0.03%	506
2014 Q4	$160K	Buy	2,819 +1,627	+136%	+$95.3K	0.03%	500
2014 Q3	$71K	Buy	1,192 +247	+26%	+$15.2K	0.01%	789
2014 Q2	$57K	Hold	945	–	–	0.01%	854
2014 Q1	$54K	Buy	945 +845	+845%	+$46.6K	0.01%	882
2013 Q4	$6K	Hold	100	–	–	﹤0.01%	1705
2013 Q3	$6K	Hold	100	–	–	﹤0.01%	1673
2013 Q2	$6K	Buy	+100	New	+$6.04K	﹤0.01%	1603

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

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

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's EEMV Position: Q2 2017 in Review

WFG Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 39% in Q2 2017, selling an estimated $15.8K and leaving 443 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #885.

WFG Advisors first reported a position in EEMV in Q2 2013 and has held it in 17 quarters since. The position peaked at $246K in Q3 2015. 245 funds tracked by Wall St. Rank hold EEMV as of Q2 2017.

WFG Advisors held 443 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $25K as of Q2 2017.
WFG Advisors sold 287 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2017, an estimated $15.8K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #885 holding.
WFG Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $246K in Q3 2015.
245 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.