First National Bank of Hutchinson’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

First National Bank of Hutchinson’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
2022 Q4	–	Sell	-6,248	Closed	-$316K	–	109
2022 Q3	$316K	Sell	6,248 -2,037	-25%	-$111K	0.25%	78
2022 Q2	$460K	Sell	8,285 -19,578	-70%	-$1.13M	0.34%	57
2022 Q1	$1.7M	Buy	27,863 +1,449	+5%	+$89.9K	0.99%	16
2021 Q4	$1.66M	Sell	26,414 -15,852	-38%	-$999K	0.95%	13
2021 Q3	$2.65M	Sell	42,266 -12,388	-23%	-$779K	1.49%	12
2021 Q2	$3.51M	Sell	54,654 -29,935	-35%	-$1.91M	1.82%	7
2021 Q1	$5.34M	Sell	84,589 -107,694	-56%	-$6.8M	2.65%	7
2020 Q4	$11.9M	Buy	192,283 +30,053	+19%	+$1.75M	3.9%	8
2020 Q3	$8.95M	Buy	+162,230	New	+$8.96M	3.81%	8
2020 Q2	–	Sell	-157,247	Closed	-$7.38M	–	83
2020 Q1	$7.38M	Sell	157,247 -6,165	-4%	-$333K	3.73%	6
2019 Q4	$9.59M	Buy	+163,412	New	+$9.49M	3.82%	6
2017 Q2	–	Sell	-124,074	Closed	-$6.64M	–	78
2017 Q1	$6.64M	Buy	124,074 +6,305	+5%	+$326K	3.92%	6
2016 Q4	$5.76M	Sell	117,769 -1,687	-1%	-$86.5K	3.5%	6
2016 Q3	$6.43M	Sell	119,456 -45	-0%	-$2.4K	4.07%	6
2016 Q2	$6M	Buy	119,501 +262	+0.2%	+$13.3K	3.95%	6
2016 Q1	$6.12M	Buy	119,239 +3,033	+3%	+$144K	3.85%	6
2015 Q4	$5.65M	Buy	116,206 +2,252	+2%	+$115K	3.62%	6
2015 Q3	$5.68M	Buy	113,954 +12,096	+12%	+$640K	3.9%	6
2015 Q2	$5.82M	Sell	101,858 -11,644	-10%	-$707K	3.74%	6
2015 Q1	$6.7M	Buy	113,502 +772	+0.7%	+$44.7K	3.71%	8
2014 Q4	$6.38M	Sell	112,730 -450	-0.4%	-$26.4K	3.67%	8
2014 Q3	$6.77M	Sell	113,180 -3,861	-3%	-$238K	4.14%	8
2014 Q2	$7.03M	Sell	117,041 -19,905	-15%	-$1.18M	4.28%	8
2014 Q1	$7.83M	Sell	136,946 -44,532	-25%	-$2.45M	4.89%	8
2013 Q4	$10.6M	Buy	+181,478	New	+$10.7M	7.01%	5

Other funds holding EEMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

First National Bank of Hutchinson's EEMV Position: Q4 2022 in Review

First National Bank of Hutchinson sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 6,248 shares — an estimated $316K sold.

First National Bank of Hutchinson first reported a position in EEMV in Q4 2013 and held it in 25 quarters. The position peaked at $11.9M in Q4 2020. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

First National Bank of Hutchinson reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
First National Bank of Hutchinson sold 6,248 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $316K.
First National Bank of Hutchinson first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 25 quarters.
First National Bank of Hutchinson's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $11.9M in Q4 2020.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on First National Bank of Hutchinson's 13F filing for Q4 2022, filed 3 Feb 2023.