CPWM
Cypress Point 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 | $280K | Hold |
4,460
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $260K | Sell |
4,460
-428
| -9% | -$25K | 0.08% | 64 |
|
|
2024
Q4 | $283K | Sell |
4,888
-2,703
| -36% | -$157K | 0.09% | 63 |
|
|
2024
Q3 | $476K | Sell |
7,591
-340
| -4% | -$21.3K | 0.19% | 55 |
|
|
2024
Q2 | $454K | Sell |
7,931
-252
| -3% | -$14.4K | 0.21% | 55 |
|
|
2024
Q1 | $463K | Sell |
8,183
-2,279
| -22% | -$129K | 0.24% | 54 |
|
|
2023
Q4 | $582K | Sell |
10,462
-653
| -6% | -$36.3K | 0.43% | 41 |
|
|
2023
Q3 | $593K | Sell |
11,115
-175
| -2% | -$9.34K | 0.52% | 38 |
|
|
2023
Q2 | $621K | Sell |
11,290
-914
| -7% | -$50.3K | 0.66% | 27 |
|
|
2023
Q1 | $666K | Buy |
12,204
+1,353
| +12% | +$73.8K | 0.94% | 27 |
|
|
2022
Q4 | $576K | Buy |
+10,851
| New | +$576K | 0.9% | 26 |
|