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HM Payson & Co’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

HM Payson & Co’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
2021
Q2 		– Sell
-368
Closed -$23K – 1104
2021
Q1 		$23K Sell
368
-290
-44% -$18.3K ﹤0.01% 721
2020
Q4 		$40K Hold
658
– – ﹤0.01% 639
2020
Q3 		$36K Buy
658
+290
+79% +$16K ﹤0.01% 621
2020
Q2 		$19K Buy
+368
New +$18.6K ﹤0.01% 675

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HM Payson & Co's EEMV Position: Q2 2021 in Review

HM Payson & Co sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 368 shares — an estimated $23K sold.

HM Payson & Co first reported a position in EEMV in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q4 2020. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

  • HM Payson & Co reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • HM Payson & Co sold 368 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $23K.
  • HM Payson & Co first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 4 quarters.
  • HM Payson & Co's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $40K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on HM Payson & Co's 13F filing for Q2 2021, filed 17 Aug 2021.