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

Washington Trust Advisors’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
2023 Q4	–	Sell	-418	Closed	-$22.3K	–	671
2023 Q3	$22.3K	Hold	418	–	–	﹤0.01%	382
2023 Q2	$23K	Hold	418	–	–	﹤0.01%	374
2023 Q1	$22.8K	Hold	418	–	–	﹤0.01%	400
2022 Q4	$22.2K	Hold	418	–	–	﹤0.01%	403
2022 Q3	$21K	Hold	418	–	–	﹤0.01%	509
2022 Q2	$23K	Hold	418	–	–	﹤0.01%	519
2022 Q1	$26K	Sell	418 -418	-50%	-$25.9K	﹤0.01%	555
2021 Q4	$53K	Buy	+836	New	+$52.7K	﹤0.01%	461

Other funds holding EEMV

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

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

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

WBG

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

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

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

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

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

Washington Trust Advisors's EEMV Position: Q4 2023 in Review

Washington Trust Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 418 shares — an estimated $22.3K sold.

Washington Trust Advisors first reported a position in EEMV in Q4 2021 and held it in 8 quarters. The position peaked at $53K in Q4 2021. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

Washington Trust Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 418 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $22.3K.
Washington Trust Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $53K in Q4 2021.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.