EverSource 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
2026 Q1	$47.5K	Sell	734 -1	-0.1%	-$66	﹤0.01%	1926
2025 Q4	$47.1K	Buy	735 +652	+786%	+$42.1K	﹤0.01%	1787
2025 Q3	$5.33K	Sell	83 -1	-1%	-$63	﹤0.01%	3132
2025 Q2	$5.27K	Sell	84 -1	-1%	-$60	﹤0.01%	3140
2025 Q1	$4.93K	Sell	85 -57	-40%	-$3.33K	﹤0.01%	2499
2024 Q4	$8.26K	Buy	142 +35	+33%	+$2.11K	﹤0.01%	2101
2024 Q3	$6.72K	Sell	107 -2	-2%	-$118	﹤0.01%	2088
2024 Q2	$6.39K	Buy	109 +9	+9%	+$510	﹤0.01%	2116
2024 Q1	$5.62K	Buy	100 +7	+8%	+$390	﹤0.01%	1996
2023 Q4	$5.17K	Sell	93 -44	-32%	-$2.36K	﹤0.01%	1845
2023 Q3	$7.32K	Sell	137 -62	-31%	-$3.4K	﹤0.01%	1535
2023 Q2	$10.9K	Sell	199 -11	-5%	-$608	﹤0.01%	1397
2023 Q1	$11.5K	Sell	210 -5,486	-96%	-$297K	﹤0.01%	1297
2022 Q4	$302K	Buy	5,696 +2,620	+85%	+$137K	0.05%	282
2022 Q3	$155K	Sell	3,076 -3,588	-54%	-$196K	0.04%	339
2022 Q2	$369K	Buy	+6,664	New	+$385K	0.1%	187