CTWM
Cherry Tree Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
7,645
| – | – | 0.11% | 97 |
|
|
2025
Q1 | $446K | Hold |
7,645
| – | – | 0.11% | 102 |
|
|
2024
Q4 | $443K | Hold |
7,645
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $479K | Sell |
7,645
-566
| -7% | -$35.5K | 0.11% | 100 |
|
|
2024
Q2 | $470K | Sell |
8,211
-677
| -8% | -$38.7K | 0.12% | 94 |
|
|
2024
Q1 | $503K | Sell |
8,888
-624
| -7% | -$35.3K | 0.13% | 86 |
|
|
2023
Q4 | $529K | Sell |
9,512
-1,078
| -10% | -$59.9K | 0.14% | 81 |
|
|
2023
Q3 | $565K | Hold |
10,590
| – | – | 0.17% | 78 |
|
|
2023
Q2 | $582K | Buy |
+10,590
| New | +$582K | 0.17% | 75 |
|