Patten Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Patten Group’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	-795	Closed	-$44K	–	283
2018 Q4	$44K	Hold	795	–	–	0.02%	294
2018 Q3	$47K	Sell	795 -150	-16%	-$8.8K	0.02%	326
2018 Q2	$55K	Hold	945	–	–	0.02%	311
2018 Q1	$59K	Hold	945	–	–	0.02%	305
2017 Q4	$57K	Hold	945	–	–	0.02%	325
2017 Q3	$55K	Hold	945	–	–	0.02%	318
2017 Q2	$54K	Buy	945 +505	+115%	+$27.7K	0.02%	313
2017 Q1	$24K	Buy	440 +140	+47%	+$7.24K	0.01%	390
2016 Q4	$15K	Sell	300 -200	-40%	-$10.3K	0.01%	424
2016 Q3	$26.4K	Buy	500 +100	+25%	+$5.33K	0.01%	387
2016 Q2	$20.6K	Hold	400	–	–	0.01%	402
2016 Q1	$20.5K	Hold	400	–	–	0.01%	411
2015 Q4	$19.5K	Hold	400	–	–	0.01%	424
2015 Q3	$19.9K	Sell	400 -80	-17%	-$4.23K	0.01%	368
2015 Q2	$27.7K	Buy	+480	New	+$29.1K	0.01%	344
2015 Q1	–	Sell	-700	Closed	-$40K	–	180
2014 Q4	$40K	Buy	+700	New	+$41K	0.02%	205

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's EEMV Position: Q1 2019 in Review

Patten Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2019, closing a stake of 795 shares — an estimated $44K sold.

Patten Group first reported a position in EEMV in Q4 2014 and held it in 16 quarters. The position peaked at $59K in Q1 2018. 371 funds tracked by Wall St. Rank hold EEMV as of Q1 2019.

Patten Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 795 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2019, an estimated $44K.
Patten Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $59K in Q1 2018.
371 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.