Avidian Wealth Enterprises’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
2023
Q3
Sell
-3,688
Closed -$203K 406
2023
Q2
$203K Sell
3,688
-372
-9% -$20.5K 0.01% 396
2023
Q1
$222K Sell
4,060
-11,894
-75% -$649K 0.01% 432
2022
Q4
$846K Buy
15,954
+3,818
+31% +$203K 0.06% 199
2022
Q3
$615K Sell
12,136
-450
-4% -$22.8K 0.04% 205
2022
Q2
$698K Buy
+12,586
New +$698K 0.05% 214