EWM
Evermay 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 | $25.5K | Buy |
406
+3
| +0.7% | +$189 | ﹤0.01% | 375 |
|
|
2025
Q1 | $23.5K | Hold |
403
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $23.4K | Buy |
403
+121
| +43% | +$7.02K | ﹤0.01% | 372 |
|
|
2024
Q3 | $17.7K | Hold |
282
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $16.1K | Buy |
282
+3
| +1% | +$172 | ﹤0.01% | 414 |
|
|
2024
Q1 | $15.8K | Hold |
279
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $15.5K | Buy |
279
+5
| +2% | +$278 | ﹤0.01% | 409 |
|
|
2023
Q3 | $14.6K | Hold |
274
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $15.1K | Buy |
274
+3
| +1% | +$165 | ﹤0.01% | 393 |
|
|
2023
Q1 | $14.8K | Hold |
271
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $14.4K | Buy |
271
+3
| +1% | +$159 | ﹤0.01% | 387 |
|
|
2022
Q3 | $14K | Hold |
268
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $15K | Sell |
268
-89
| -25% | -$4.98K | ﹤0.01% | 359 |
|
|
2022
Q1 | $22K | Buy |
357
+91
| +34% | +$5.61K | ﹤0.01% | 360 |
|
|
2021
Q4 | $17K | Buy |
266
+3
| +1% | +$192 | ﹤0.01% | 366 |
|
|
2021
Q3 | $16K | Hold |
263
| – | – | ﹤0.01% | 354 |
|
|
2021
Q2 | $17K | Buy |
+263
| New | +$17K | ﹤0.01% | 366 |
|
|
2014
Q1 | – | Sell |
-5,735
| Closed | -$334K | – | 68 |
|
|
2013
Q4 | $334K | Buy |
+5,735
| New | +$334K | 0.46% | 33 |
|