NBT Bank’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

NBT 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
2026 Q1	$1.47M	Sell	22,703 -6,665	-23%	-$442K	0.1%	167
2025 Q4	$2.02M	Sell	29,368 -511	-2%	-$33K	0.13%	142
2025 Q3	$2.05M	Sell	29,879 -4,245	-12%	-$268K	0.13%	146
2025 Q2	$2.14M	Sell	34,124 -1,926	-5%	-$116K	0.15%	143
2025 Q1	$2.1M	Buy	36,050 +5,946	+20%	+$347K	0.15%	134
2024 Q4	$1.75M	Buy	30,104 +4,109	+16%	+$248K	0.12%	163
2024 Q3	$1.63M	Buy	25,995 +2,650	+11%	+$157K	0.11%	174
2024 Q2	$1.34M	Buy	23,345 +14,108	+153%	+$800K	0.1%	182
2024 Q1	$523K	Buy	9,237 +4,659	+102%	+$260K	0.04%	265
2023 Q4	$254K	Buy	+4,578	New	+$245K	0.02%	338

Other funds holding EEMV

Bank of America

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return