EWM
Evermay Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,837
| Closed | -$379K | – | 600 |
|
|
2024
Q4 | $379K | Sell |
10,837
-21,830
| -67% | -$764K | 0.06% | 140 |
|
|
2024
Q3 | $1.41M | Sell |
32,667
-2,339
| -7% | -$101K | 0.23% | 59 |
|
|
2024
Q2 | $1.43M | Sell |
35,006
-3,518
| -9% | -$144K | 0.23% | 54 |
|
|
2024
Q1 | $1.61M | Buy |
+38,524
| New | +$1.61M | 0.24% | 52 |
|