First Western Trust Bank’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

First Western Trust 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
2024 Q4	–	Sell	-3,300	Closed	-$207K	–	198
2024 Q3	$207K	Buy	+3,300	New	+$195K	0.01%	198
2022 Q3	–	Sell	-4,335	Closed	-$241K	–	170
2022 Q2	$241K	Hold	4,335	–	–	0.02%	157
2022 Q1	$267K	Buy	+4,335	New	+$269K	0.01%	161

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

WBG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First Western Trust Bank's EEMV Position: Q4 2024 in Review

First Western Trust Bank sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 3,300 shares — an estimated $207K sold.

First Western Trust Bank first reported a position in EEMV in Q1 2022 and held it in 3 quarters. The position peaked at $267K in Q1 2022. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

First Western Trust Bank reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
First Western Trust Bank sold 3,300 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $207K.
First Western Trust Bank first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 3 quarters.
First Western Trust Bank's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $267K in Q1 2022.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on First Western Trust Bank's 13F filing for Q4 2024, filed 13 Feb 2025.