Sageworth Trust’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-259	Closed	-$16K	–	130
2017 Q4	$16K	Hold	259	–	–	﹤0.01%	51
2017 Q3	$15K	Hold	259	–	–	﹤0.01%	51
2017 Q2	$14K	Sell	259 -878	-77%	-$48.2K	﹤0.01%	100
2017 Q1	$61K	Buy	+1,137	New	+$58.8K	0.01%	40

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Sageworth Trust's EEMV Position: Q1 2018 in Review

Sageworth Trust sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2018, closing a stake of 259 shares — an estimated $16K sold.

Sageworth Trust first reported a position in EEMV in Q1 2017 and held it in 4 quarters. The position peaked at $61K in Q1 2017. 310 funds tracked by Wall St. Rank hold EEMV as of Q1 2018.

Sageworth Trust reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
Sageworth Trust sold 259 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2018, an estimated $16K.
Sageworth Trust first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2017 and held it in 4 quarters.
Sageworth Trust's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $61K in Q1 2017.
310 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.