Placemark Investments’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Placemark Investments’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
2014 Q4	$781K	Sell	13,800 -5,180	-27%	-$303K	0.01%	994
2014 Q3	$1.13M	Buy	18,980 +3,614	+24%	+$223K	0.02%	798
2014 Q2	$923K	Buy	15,366 +9,155	+147%	+$542K	0.02%	905
2014 Q1	$355K	Buy	6,211 +425	+7%	+$23.4K	0.01%	1264
2013 Q4	$338K	Buy	5,786 +1,619	+39%	+$95.7K	0.01%	1297
2013 Q3	$247K	Buy	+4,167	New	+$240K	﹤0.01%	1395

Other funds holding EEMV

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Placemark Investments's EEMV Position: Q4 2014 in Review

Placemark Investments reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 27% in Q4 2014, selling an estimated $303K and leaving 13,800 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #994.

Placemark Investments first reported a position in EEMV in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2014. 151 funds tracked by Wall St. Rank hold EEMV as of Q4 2014.

Placemark Investments held 13,800 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $781K as of Q4 2014.
Placemark Investments sold 5,180 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2014, an estimated $303K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #994 holding.
Placemark Investments first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2013 and has held it in 6 quarters since.
Placemark Investments's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.13M in Q3 2014.
151 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.