EWA
Evolution 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,265
| Closed | -$205 | – | 127 |
|
2021
Q4 | $205 | Hold |
3,265
| – | – | 0.03% | 130 |
|
2021
Q3 | $205K | Hold |
3,265
| – | – | 0.04% | 110 |
|
2021
Q2 | $209K | Hold |
3,265
| – | – | 0.04% | 116 |
|
2021
Q1 | $206K | Hold |
3,265
| – | – | 0.05% | 109 |
|
2020
Q4 | $199K | Hold |
3,265
| – | – | 0.04% | 103 |
|
2020
Q3 | $180K | Buy |
+3,265
| New | +$180K | 0.05% | 106 |
|
2019
Q3 | – | Sell |
-3,265
| Closed | -$192K | – | 513 |
|
2019
Q2 | $192K | Buy |
3,265
+3,190
| +4,253% | +$188K | 0.08% | 43 |
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 97 |
|
2018
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 132 |
|