Alterna Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
5,792
+324
| +6% | +$20.3K | 0.29% | 68 |
|
|
2025
Q1 | $319K | Sell |
5,468
-55
| -1% | -$3.21K | 0.24% | 71 |
|
|
2024
Q4 | $320K | Sell |
5,523
-459
| -8% | -$26.6K | 0.27% | 69 |
|
|
2024
Q3 | $375K | Buy |
5,982
+364
| +6% | +$22.8K | 0.34% | 62 |
|
|
2024
Q2 | $321K | Buy |
5,618
+686
| +14% | +$39.2K | 0.28% | 77 |
|
|
2024
Q1 | $279K | Buy |
4,932
+248
| +5% | +$14K | 0.23% | 75 |
|
|
2023
Q4 | $260K | Buy |
+4,684
| New | +$260K | 0.31% | 62 |
|
|
2023
Q1 | – | Sell |
-10,071
| Closed | -$534K | – | 114 |
|
|
2022
Q4 | $534K | Buy |
10,071
+257
| +3% | +$13.6K | 0.6% | 38 |
|
|
2022
Q3 | $498K | Sell |
9,814
-153
| -2% | -$7.76K | 0.59% | 36 |
|
|
2022
Q2 | $552K | Buy |
+9,967
| New | +$552K | 0.56% | 37 |
|
|
2020
Q4 | $914K | Buy |
+14,960
| New | +$914K | 1.15% | 30 |
|
|
2020
Q3 | – | Sell |
-9,872
| Closed | -$513K | – | 99 |
|
|
2020
Q2 | $513K | Sell |
9,872
-55,797
| -85% | -$2.9M | 0.61% | 36 |
|
|
2020
Q1 | $3.08M | Buy |
65,669
+26,272
| +67% | +$1.23M | 4.46% | 4 |
|
|
2019
Q4 | $2.31M | Buy |
39,397
+1,462
| +4% | +$85.8K | 2.57% | 8 |
|
|
2019
Q3 | $2.17M | Buy |
37,935
+3,574
| +10% | +$204K | 2.56% | 8 |
|
|
2019
Q2 | $2.02M | Buy |
34,361
+1,292
| +4% | +$76K | 2.43% | 10 |
|
|
2019
Q1 | $1.96M | Buy |
+33,069
| New | +$1.96M | 1.66% | 19 |
|