Fiduciary Trust’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Fiduciary Trust’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
2023 Q3	–	Sell	-5,071	Closed	-$279K	–	617
2023 Q2	$279K	Hold	5,071	–	–	﹤0.01%	549
2023 Q1	$277K	Sell	5,071 -155	-3%	-$8.4K	0.01%	549
2022 Q4	$277K	Hold	5,226	–	–	0.01%	558
2022 Q3	$265K	Hold	5,226	–	–	0.01%	546
2022 Q2	$290K	Hold	5,226	–	–	0.01%	547
2022 Q1	$319K	Hold	5,226	–	–	0.01%	553
2021 Q4	$328K	Sell	5,226 -369	-7%	-$23.3K	0.01%	547
2021 Q3	$351K	Hold	5,595	–	–	0.01%	536
2021 Q2	$359K	Sell	5,595 -831	-13%	-$53K	0.01%	527
2021 Q1	$406K	Sell	6,426 -1,213	-16%	-$76.6K	0.01%	483
2020 Q4	$467K	Hold	7,639	–	–	0.01%	442
2020 Q3	$422K	Hold	7,639	–	–	0.01%	424
2020 Q2	$397K	Sell	7,639 -96	-1%	-$4.86K	0.01%	413
2020 Q1	$363K	Buy	+7,735	New	+$417K	0.01%	393

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

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

WBG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Fiduciary Trust's EEMV Position: Q3 2023 in Review

Fiduciary Trust sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 5,071 shares — an estimated $279K sold.

Fiduciary Trust first reported a position in EEMV in Q1 2020 and held it in 14 quarters. The position peaked at $467K in Q4 2020. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Fiduciary Trust reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Trust sold 5,071 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $279K.
Fiduciary Trust first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2020 and held it in 14 quarters.
Fiduciary Trust's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $467K in Q4 2020.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Fiduciary Trust's 13F filing for Q3 2023, filed 14 Nov 2023.