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

Choate Investment 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
2021 Q2	–	Sell	-15,335	Closed	-$969K	–	348
2021 Q1	$969K	Buy	15,335 +440	+3%	+$27.8K	0.06%	125
2020 Q4	$910K	Sell	14,895 -130	-0.9%	-$7.58K	0.06%	121
2020 Q3	$829K	Sell	15,025 -11,023	-42%	-$609K	0.05%	114
2020 Q2	$1.35M	Sell	26,048 -146,747	-85%	-$7.42M	0.1%	82
2020 Q1	$8.11M	Sell	172,795 -158,965	-48%	-$8.58M	0.65%	20
2019 Q4	$19.5M	Sell	331,760 -174,316	-34%	-$10.1M	1.18%	14
2019 Q3	$28.9M	Sell	506,076 -51,348	-9%	-$2.95M	1.79%	12
2019 Q2	$32.8M	Sell	557,424 -32,651	-6%	-$1.91M	1.96%	10
2019 Q1	$35M	Sell	590,075 -17,905	-3%	-$1.05M	2.07%	9
2018 Q4	$34M	Sell	607,980 -1,197,583	-66%	-$67.2M	2.19%	12
2018 Q3	$90M	Buy	1,805,563 +1,262,131	+232%	+$74M	4.97%	3
2018 Q2	$31.4M	Buy	543,432 +4,208	+0.8%	+$256K	1.83%	8
2018 Q1	$33.6M	Buy	539,224 +14,297	+3%	+$893K	1.8%	11
2017 Q4	$31.9M	Buy	524,927 +92,745	+21%	+$5.52M	1.63%	12
2017 Q3	$25.1M	Buy	432,182 +140,131	+48%	+$8.05M	1.36%	14
2017 Q2	$16.2M	Buy	292,051 +282,997	+3,126%	+$15.5M	0.91%	17
2017 Q1	$484K	Buy	+9,054	New	+$468K	0.03%	164

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

CPO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Choate Investment Advisors's EEMV Position: Q2 2021 in Review

Choate Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 15,335 shares — an estimated $969K sold.

Choate Investment Advisors first reported a position in EEMV in Q1 2017 and held it in 17 quarters. The position peaked at $90M in Q3 2018. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Choate Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Choate Investment Advisors sold 15,335 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $969K.
Choate Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2017 and held it in 17 quarters.
Choate Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $90M in Q3 2018.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Choate Investment Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.