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Community Financial System’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Community Financial System’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
2014
Q3 		$684K Buy
11,450
+2,750
+32% +$169K 0.15% 103
2014
Q2 		$523K Hold
8,700
– – 0.11% 111
2014
Q1 		$498K Hold
8,700
– – 0.11% 108
2013
Q4 		$507K Buy
+8,700
New +$514K 0.11% 110

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Community Financial System's EEMV Position: Q3 2014 in Review

Community Financial System increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 32% in Q3 2014, buying an estimated $169K and bringing the position to 11,450 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #103.

Community Financial System first reported a position in EEMV in Q4 2013 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold EEMV as of Q3 2014.

  • Community Financial System held 11,450 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $684K as of Q3 2014.
  • Community Financial System bought 2,750 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2014, an estimated $169K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.15% of Community Financial System's portfolio in Q3 2014, its #103 holding.
  • Community Financial System first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.