EWM
Endowment 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 | $1.57M | Buy |
24,979
+5,008
| +25% | +$314K | 0.81% | 38 |
|
|
2025
Q1 | $1.17M | Buy |
19,971
+3,678
| +23% | +$215K | 0.75% | 40 |
|
|
2024
Q4 | $945K | Buy |
16,293
+3,090
| +23% | +$179K | 0.63% | 43 |
|
|
2024
Q3 | $828K | Buy |
13,203
+2,019
| +18% | +$127K | 0.54% | 50 |
|
|
2024
Q2 | $640K | Buy |
11,184
+1,969
| +21% | +$113K | 0.47% | 57 |
|
|
2024
Q1 | $521K | Buy |
9,215
+1,690
| +22% | +$95.6K | 0.39% | 64 |
|
|
2023
Q4 | $418K | Buy |
7,525
+449
| +6% | +$25K | 0.35% | 66 |
|
|
2023
Q3 | $378K | Buy |
7,076
+495
| +8% | +$26.4K | 0.34% | 77 |
|
|
2023
Q2 | $362K | Buy |
6,581
+1,175
| +22% | +$64.6K | 0.33% | 80 |
|
|
2023
Q1 | $293K | Buy |
5,406
+927
| +21% | +$50.2K | 0.29% | 89 |
|
|
2022
Q4 | $238K | Buy |
+4,479
| New | +$238K | 0.26% | 105 |
|