EP Wealth Advisors’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 | $550K | Buy |
8,763
+305
| +4% | +$19.2K | ﹤0.01% | 748 |
|
|
2025
Q1 | $493K | Sell |
8,458
-1,428
| -14% | -$83.3K | ﹤0.01% | 712 |
|
|
2024
Q4 | $573K | Buy |
9,886
+1,592
| +19% | +$92.3K | ﹤0.01% | 650 |
|
|
2024
Q3 | $520K | Sell |
8,294
-105
| -1% | -$6.58K | ﹤0.01% | 684 |
|
|
2024
Q2 | $480K | Sell |
8,399
-346
| -4% | -$19.8K | 0.01% | 544 |
|
|
2024
Q1 | $495K | Sell |
8,745
-152
| -2% | -$8.6K | 0.01% | 511 |
|
|
2023
Q4 | $495K | Sell |
8,897
-1,023
| -10% | -$56.9K | 0.01% | 490 |
|
|
2023
Q3 | $529K | Sell |
9,920
-143,935
| -94% | -$7.68M | 0.01% | 454 |
|
|
2023
Q2 | $710K | Buy |
153,855
+59,609
| +63% | +$275K | 0.01% | 392 |
|
|
2023
Q1 | $3.72M | Buy |
+94,246
| New | +$3.72M | 0.06% | 164 |
|