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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2018
Q2 		– Sell
-1,180
Closed -$74K – 678
2018
Q1 		$74K Buy
+1,180
New +$73.7K ﹤0.01% 400

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 $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EEMV Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2018, closing a stake of 1,180 shares — an estimated $74K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EEMV in Q1 2018 and held it in 1 quarter. The position peaked at $74K in Q1 2018. 302 funds tracked by Wall St. Rank hold EEMV as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,180 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2018, an estimated $74K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $74K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.