EAM
Empirical Asset Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,890
| Closed | -$654K | – | 195 |
|
|
2022
Q4 | $654K | Sell |
18,890
-1,641
| -8% | -$56.8K | 0.69% | 44 |
|
|
2022
Q3 | $655K | Sell |
20,531
-4,651
| -18% | -$148K | 0.71% | 45 |
|
|
2022
Q2 | $858K | Sell |
25,182
-6,277
| -20% | -$214K | 0.9% | 31 |
|
|
2022
Q1 | $1.17M | Buy |
31,459
+3,724
| +13% | +$139K | 1.11% | 23 |
|
|
2021
Q4 | $1.08M | Buy |
+27,735
| New | +$1.08M | 1.05% | 22 |
|