Tompkins Financial’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Tompkins Financial’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
2022 Q2	–	Sell	-300	Closed	-$18K	–	589
2022 Q1	$18K	Buy	+300	New	+$18.6K	﹤0.01%	438
2020 Q1	–	Sell	-500	Closed	-$29K	–	418
2019 Q4	$29K	Hold	500	–	–	0.01%	288
2019 Q3	$29K	Buy	500 +200	+67%	+$11.5K	0.01%	268
2019 Q2	$18K	Hold	300	–	–	﹤0.01%	301
2019 Q1	$18K	Buy	300 +50	+20%	+$2.92K	﹤0.01%	315
2018 Q4	$14K	Hold	250	–	–	﹤0.01%	319
2018 Q3	$15K	Buy	250 +50	+25%	+$2.93K	﹤0.01%	341
2018 Q2	$12K	Buy	200 +100	+100%	+$6.09K	﹤0.01%	357
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	379
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	340
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	353
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	332
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	332
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	339
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	342
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	442
2016 Q1	$5K	Buy	+100	New	+$4.75K	﹤0.01%	432

Other funds holding EEMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Tompkins Financial's EEMV Position: Q2 2022 in Review

Tompkins Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 300 shares — an estimated $18K sold.

Tompkins Financial first reported a position in EEMV in Q1 2016 and held it in 17 quarters. The position peaked at $29K in Q4 2019. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

Tompkins Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Tompkins Financial sold 300 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $18K.
Tompkins Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and held it in 17 quarters.
Tompkins Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $29K in Q4 2019.
444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Tompkins Financial's 13F filing for Q2 2022, filed 14 Jul 2022.