Avantax Advisory Services’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 | $6.73M | Buy |
107,207
+5,684
| +6% | +$357K | 0.04% | 358 |
|
|
2025
Q1 | $5.92M | Buy |
101,523
+14,997
| +17% | +$875K | 0.04% | 369 |
|
|
2024
Q4 | $5.02M | Buy |
86,526
+8,447
| +11% | +$490K | 0.03% | 400 |
|
|
2024
Q3 | $4.9M | Buy |
78,079
+5,981
| +8% | +$375K | 0.03% | 398 |
|
|
2024
Q2 | $4.12M | Buy |
72,098
+16,799
| +30% | +$961K | 0.03% | 428 |
|
|
2024
Q1 | $3.13M | Buy |
55,299
+1,074
| +2% | +$60.8K | 0.03% | 420 |
|
|
2023
Q4 | $3.01M | Sell |
54,225
-84,914
| -61% | -$4.72M | 0.03% | 398 |
|
|
2023
Q3 | $7.42M | Sell |
139,139
-106,732
| -43% | -$5.69M | 0.08% | 191 |
|
|
2023
Q2 | $13.5M | Sell |
245,871
-3,260
| -1% | -$179K | 0.15% | 109 |
|
|
2023
Q1 | $13.6M | Sell |
249,131
-55,707
| -18% | -$3.04M | 0.17% | 102 |
|
|
2022
Q4 | $16.2M | Buy |
304,838
+112,617
| +59% | +$5.97M | 0.22% | 76 |
|
|
2022
Q3 | $9.74M | Buy |
192,221
+27,323
| +17% | +$1.38M | 0.15% | 105 |
|
|
2022
Q2 | $9.14M | Buy |
164,898
+40,814
| +33% | +$2.26M | 0.14% | 120 |
|
|
2022
Q1 | $7.57M | Sell |
124,084
-1,135
| -0.9% | -$69.2K | 0.1% | 143 |
|
|
2021
Q4 | $7.87M | Buy |
125,219
+4,087
| +3% | +$257K | 0.12% | 138 |
|
|
2021
Q3 | $7.59M | Buy |
121,132
+1,278
| +1% | +$80K | 0.13% | 124 |
|
|
2021
Q2 | $7.68M | Buy |
119,854
+6,166
| +5% | +$395K | 0.14% | 115 |
|
|
2021
Q1 | $7.17M | Sell |
113,688
-21,288
| -16% | -$1.34M | 0.15% | 111 |
|
|
2020
Q4 | $8.23M | Sell |
134,976
-36,479
| -21% | -$2.22M | 0.2% | 89 |
|
|
2020
Q3 | $9.46M | Buy |
171,455
+1,513
| +0.9% | +$83.5K | 0.15% | 115 |
|
|
2020
Q2 | $8.83M | Buy |
169,942
+7,154
| +4% | +$372K | 0.25% | 67 |
|
|
2020
Q1 | $7.63M | Buy |
162,788
+4,508
| +3% | +$211K | 0.23% | 72 |
|
|
2019
Q4 | $9.28M | Buy |
158,280
+143,760
| +990% | +$8.43M | 0.22% | 70 |
|
|
2019
Q3 | $829K | Sell |
14,520
-1,520
| -9% | -$86.8K | 0.03% | 242 |
|
|
2019
Q2 | $944K | Sell |
16,040
-3,962
| -20% | -$233K | 0.04% | 201 |
|
|
2019
Q1 | $1.19M | Sell |
20,002
-3,818
| -16% | -$226K | 0.06% | 156 |
|
|
2018
Q4 | $1.33M | Buy |
+23,820
| New | +$1.33M | 0.22% | 107 |
|