Caldwell Trust’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-144
|
|
||||
|
2023
Q1 | $7.86K | Buy |
+144
|
|
||||
|
2022
Q1 | – | Sell |
-850
|
|
||||
|
2021
Q4 | $53.4K | Hold |
850
|
|
||||
|
2021
Q3 | $53.3K | Buy |
850
+250
|
|
||||
|
2021
Q2 | $38.5K | Hold |
600
|
|
||||
|
2021
Q1 | $37.9K | Hold |
600
|
|
||||
|
2020
Q4 | $36.6K | Hold |
600
|
|
||||
|
2020
Q3 | $33.1K | Hold |
600
|
|
||||
|
2020
Q2 | $31.2K | Hold |
600
|
|
||||
|
2020
Q1 | $28.2K | Hold |
600
|
|
||||
|
2019
Q4 | $35.2K | Buy |
+600
|
|