Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
39,119
-6,661
| -15% | -$418K | 0.02% | 525 |
|
|
2025
Q1 | $2.67M | Sell |
45,780
-98
| -0.2% | -$5.72K | 0.03% | 438 |
|
|
2024
Q4 | $2.66M | Sell |
45,878
-737
| -2% | -$42.7K | 0.04% | 372 |
|
|
2024
Q3 | $2.92M | Sell |
46,615
-968
| -2% | -$60.7K | 0.04% | 374 |
|
|
2024
Q2 | $2.72M | Buy |
47,583
+16,402
| +53% | +$938K | 0.04% | 315 |
|
|
2024
Q1 | $1.76M | Buy |
31,181
+38
| +0.1% | +$2.15K | 0.03% | 329 |
|
|
2023
Q4 | $1.73M | Buy |
31,143
+691
| +2% | +$38.4K | 0.03% | 330 |
|
|
2023
Q3 | $1.62M | Buy |
+30,452
| New | +$1.62M | 0.03% | 326 |
|