Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$6.27K | – | 692 |
|
|
2024
Q3 | $6.27K | Hold |
100
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $5.72K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $5.66K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $5.56K | Sell |
100
-205
| -67% | -$11.4K | ﹤0.01% | 246 |
|
|
2023
Q3 | $16.3K | Hold |
305
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $16.8K | Buy |
305
+205
| +205% | +$11.3K | ﹤0.01% | 357 |
|
|
2023
Q1 | $5.46K | Hold |
100
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $5.31K | Hold |
100
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 839 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 322 |
|
|
2019
Q1 | – | Sell |
-1,052
| Closed | -$59K | – | 254 |
|
|
2018
Q4 | $59K | Hold |
1,052
| – | – | 0.02% | 100 |
|
|
2018
Q3 | $62K | Hold |
1,052
| – | – | 0.05% | 104 |
|
|
2018
Q2 | $61K | Hold |
1,052
| – | – | 0.06% | 105 |
|
|
2018
Q1 | $66K | Hold |
1,052
| – | – | 0.06% | 95 |
|
|
2017
Q4 | $64K | Buy |
+1,052
| New | +$64K | 0.06% | 103 |
|