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

Heritage 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
2019
Q1 		– Sell
-97
Closed -$5K – 239
2018
Q4 		$5K Hold
97
– – ﹤0.01% 353
2018
Q3 		$6K Hold
97
– – ﹤0.01% 355
2018
Q2 		$6K Buy
+97
New +$5.9K ﹤0.01% 335

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Trust's EEMV Position: Q1 2019 in Review

Heritage Trust sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2019, closing a stake of 97 shares — an estimated $5K sold.

Heritage Trust first reported a position in EEMV in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 371 funds tracked by Wall St. Rank hold EEMV as of Q1 2019.

  • Heritage Trust reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 97 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2019, an estimated $5K.
  • Heritage Trust first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and held it in 3 quarters.
  • Heritage Trust's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.