Bartlett & Co Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181K | Buy |
2,570
+930
| +57% | +$61.7K | ﹤0.01% | 479 |
|
|
2025
Q4 | $105K | Hold |
1,640
| – | – | ﹤0.01% | 553 |
|
|
2025
Q3 | $105K | Hold |
1,640
| – | – | ﹤0.01% | 552 |
|
|
2025
Q2 | $103K | Sell |
1,640
-4,300
| -72% | -$259K | ﹤0.01% | 538 |
|
|
2025
Q1 | $347K | Buy |
5,940
+4,300
| +262% | +$251K | 0.01% | 377 |
|
|
2024
Q4 | $95.1K | Hold |
1,640
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $103K | Sell |
1,640
-4,475
| -73% | -$265K | ﹤0.01% | 540 |
|
|
2024
Q2 | $350K | Hold |
6,115
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $346K | Hold |
6,115
| – | – | 0.01% | 380 |
|
|
2023
Q4 | $339K | Sell |
6,115
-450
| -7% | -$24.1K | 0.01% | 397 |
|
|
2023
Q3 | $350K | Sell |
6,565
-500
| -7% | -$27.4K | 0.01% | 378 |
|
|
2023
Q2 | $388K | Sell |
7,065
-90
| -1% | -$4.98K | 0.01% | 374 |
|
|
2023
Q1 | $390K | Hold |
7,155
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $380K | Hold |
7,155
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $363K | Sell |
7,155
-17
| -0.2% | -$929 | 0.01% | 309 |
|
|
2022
Q2 | $398K | Sell |
7,172
-210
| -3% | -$12.1K | 0.01% | 300 |
|
|
2022
Q1 | $451K | Hold |
7,382
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $464K | Sell |
7,382
-397
| -5% | -$25K | 0.01% | 306 |
|
|
2021
Q3 | $488K | Sell |
7,779
-100
| -1% | -$6.29K | 0.01% | 262 |
|
|
2021
Q2 | $506K | Buy |
7,879
+2
| +0% | +$128 | 0.01% | 261 |
|
|
2021
Q1 | $498K | Sell |
7,877
-320
| -4% | -$20.2K | 0.01% | 261 |
|
|
2020
Q4 | $501K | Sell |
8,197
-6,737
| -45% | -$393K | 0.01% | 257 |
|
|
2020
Q3 | $824K | Sell |
14,934
-300
| -2% | -$16.6K | 0.02% | 208 |
|
|
2020
Q2 | $792K | Sell |
15,234
-158
| -1% | -$7.99K | 0.02% | 206 |
|
|
2020
Q1 | $722K | Sell |
15,392
-1,020
| -6% | -$55K | 0.02% | 207 |
|
|
2019
Q4 | $963K | Buy |
16,412
+3
| +0% | +$174 | 0.02% | 212 |
|
|
2019
Q3 | $937K | Hold |
16,409
| – | – | 0.02% | 211 |
|
|
2019
Q2 | $966K | Sell |
16,409
-2,683
| -14% | -$157K | 0.04% | 171 |
|
|
2019
Q1 | $1.13M | Sell |
19,092
-663
| -3% | -$38.8K | 0.04% | 160 |
|
|
2018
Q4 | $1.1M | Sell |
19,755
-542
| -3% | -$30.4K | 0.05% | 157 |
|
|
2018
Q3 | $1.2M | Sell |
20,297
-450
| -2% | -$26.4K | 0.05% | 157 |
|
|
2018
Q2 | $1.2M | Sell |
20,747
-428
| -2% | -$26.1K | 0.05% | 151 |
|
|
2018
Q1 | $1.32M | Buy |
+21,175
| New | +$1.32M | 0.05% | 146 |
|
Other funds holding EEMV
WBG
