Essex Savings Bank’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,922	Closed	-$113K	–	301
2019 Q2	$113K	Hold	1,922	–	–	0.04%	321
2019 Q1	$114K	Hold	1,922	–	–	0.06%	204
2018 Q4	$107K	Buy	+1,922	New	+$108K	0.07%	195

Other funds holding EEMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EMPI

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

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

Essex Savings Bank's EEMV Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2019, closing a stake of 1,922 shares — an estimated $113K sold.

Essex Savings Bank first reported a position in EEMV in Q4 2018 and held it in 3 quarters. The position peaked at $114K in Q1 2019. 345 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

Essex Savings Bank reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,922 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $113K.
Essex Savings Bank first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $114K in Q1 2019.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.