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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $105K | Hold |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $95.1K | Hold |
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|
2024
Q3 | $103K | Sell |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $722K | Sell |
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|
2019
Q4 | $963K | Buy |
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|
2019
Q3 | $937K | Hold |
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|
2019
Q2 | $966K | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.32M | Buy |
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