Baron Silver Stevens Financial Advisors’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
Q1 | – | Sell |
-4,599
| Closed | -$244K | – | 104 |
|
|
2022
Q4 | $244K | Buy |
+4,599
| New | +$244K | 0.06% | 80 |
|
|
2022
Q3 | – | Sell |
-7,355
| Closed | -$407K | – | 114 |
|
|
2022
Q2 | $407K | Buy |
7,355
+1,219
| +20% | +$67.5K | 0.11% | 65 |
|
|
2022
Q1 | $374K | Sell |
6,136
-3,227
| -34% | -$197K | 0.09% | 62 |
|
|
2021
Q4 | $588K | Sell |
9,363
-10,912
| -54% | -$685K | 0.14% | 43 |
|
|
2021
Q3 | $1.27M | Sell |
20,275
-34,827
| -63% | -$2.18M | 0.34% | 31 |
|
|
2021
Q2 | $3.54M | Sell |
55,102
-30,601
| -36% | -$1.96M | 0.96% | 21 |
|
|
2021
Q1 | $5.41M | Buy |
85,703
+267
| +0.3% | +$16.9K | 2.94% | 8 |
|
|
2020
Q4 | $5.22M | Buy |
+85,436
| New | +$5.22M | 1.79% | 14 |
|