EP Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $507K | Buy |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $3.72M | Buy |
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