Brandywine Oak Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,490
| Closed | -$219K | – | 346 |
|
2021
Q4 | $219K | Hold |
3,490
| – | – | 0.02% | 326 |
|
2021
Q3 | $218K | Buy |
+3,490
| New | +$218K | 0.03% | 318 |
|
2019
Q3 | – | Sell |
-10,911
| Closed | -$642K | – | 238 |
|
2019
Q2 | $642K | Buy |
10,911
+4,841
| +80% | +$285K | 0.13% | 86 |
|
2019
Q1 | $359K | Sell |
6,070
-450
| -7% | -$26.6K | 0.07% | 133 |
|
2018
Q4 | $339K | Buy |
+6,520
| New | +$339K | 0.08% | 124 |
|