Godshalk Welsh Capital Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Godshalk Welsh Capital Management’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$505K	Hold	7,800	–	–	0.29%	87
2025 Q4	$500K	Hold	7,800	–	–	0.29%	88
2025 Q3	$498K	Hold	7,800	–	–	0.29%	88
2025 Q2	$490K	Hold	7,800	–	–	0.3%	88
2025 Q1	$455K	Hold	7,800	–	–	0.3%	87
2024 Q4	$452K	Buy	7,800 +700	+10%	+$42.3K	0.29%	87
2024 Q3	$445K	Buy	7,100 +500	+8%	+$29.6K	0.28%	90
2024 Q2	$378K	Buy	6,600 +1,000	+18%	+$56.7K	0.25%	91
2024 Q1	$317K	Sell	5,600 -250	-4%	-$13.9K	0.21%	97
2023 Q4	$325K	Sell	5,850 -250	-4%	-$13.4K	0.23%	96
2023 Q3	$325K	Sell	6,100 -2,250	-27%	-$123K	0.25%	90
2023 Q2	$459K	Hold	8,350	–	–	0.32%	82
2023 Q1	$456K	Hold	8,350	–	–	0.32%	85
2022 Q4	$443K	Sell	8,350 -500	-6%	-$26.2K	0.32%	84
2022 Q3	$449K	Buy	8,850 +500	+6%	+$27.3K	0.33%	82
2022 Q2	$463K	Hold	8,350	–	–	0.33%	82
2022 Q1	$510K	Sell	8,350 -750	-8%	-$46.5K	0.31%	83
2021 Q4	$572K	Hold	9,100	–	–	0.33%	80
2021 Q3	$570K	Buy	9,100 +250	+3%	+$15.7K	0.36%	79
2021 Q2	$557K	Buy	8,850 +1,350	+18%	+$86.2K	0.35%	78
2021 Q1	$474K	Buy	7,500 +2,050	+38%	+$130K	0.33%	81
2020 Q4	$333K	Buy	5,450 +750	+16%	+$43.7K	0.25%	92
2020 Q3	$259K	Hold	4,700	–	–	0.22%	96
2020 Q2	$244K	Sell	4,700 -2,750	-37%	-$139K	0.23%	93
2020 Q1	$350K	Sell	7,450 -1,250	-14%	-$67.4K	0.38%	76
2019 Q4	$510K	Buy	8,700 +950	+12%	+$55.1K	0.42%	77
2019 Q3	$442K	Buy	7,750 +750	+11%	+$43.1K	0.39%	83
2019 Q2	$412K	Sell	7,000 -1,750	-20%	-$102K	0.38%	83
2019 Q1	$519K	Buy	8,750 +750	+9%	+$43.8K	0.5%	74
2018 Q4	$447K	Buy	8,000 +1,000	+14%	+$56.1K	0.5%	73
2018 Q3	$415K	Buy	7,000 +250	+4%	+$14.7K	0.4%	79
2018 Q2	$390K	Buy	6,750 +500	+8%	+$30.4K	0.41%	82
2018 Q1	$390K	Buy	6,250 +750	+14%	+$46.8K	0.42%	84
2017 Q4	$334K	Buy	5,500 +500	+10%	+$29.7K	0.34%	90
2017 Q3	$291K	Buy	5,000 +1,000	+25%	+$57.5K	0.29%	105
2017 Q2	$222K	Hold	4,000	–	–	0.22%	122
2017 Q1	$214K	Sell	4,000 -3,000	-43%	-$155K	0.21%	125
2016 Q4	$342K	Buy	7,000 +500	+8%	+$25.6K	0.35%	94
2016 Q3	$351K	Buy	6,500 +1,000	+18%	+$53.3K	0.36%	97
2016 Q2	$284K	Hold	5,500	–	–	0.3%	106
2016 Q1	$283K	Hold	5,500	–	–	0.29%	109
2015 Q4	$268K	Hold	5,500	–	–	0.28%	114
2015 Q3	$274K	Hold	5,500	–	–	0.3%	116
2015 Q2	$317K	Hold	5,500	–	–	0.32%	107
2015 Q1	$325K	Buy	5,500 +1,000	+22%	+$57.9K	0.33%	104
2014 Q4	$255K	Buy	+4,500	New	+$264K	0.23%	122