HWA
Hilltop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,670
| Closed | -$204K | – | 51 |
|
|
2023
Q4 | $204K | Buy |
+3,670
| New | +$204K | 0.12% | 41 |
|
|
2023
Q3 | – | Sell |
-3,918
| Closed | -$215K | – | 38 |
|
|
2023
Q2 | $215K | Sell |
3,918
-60
| -2% | -$3.3K | 0.16% | 34 |
|
|
2023
Q1 | $217K | Sell |
3,978
-50
| -1% | -$2.73K | 0.17% | 33 |
|
|
2022
Q4 | $214K | Sell |
4,028
-289
| -7% | -$15.3K | 0.18% | 37 |
|
|
2022
Q3 | $219K | Sell |
4,317
-7
| -0.2% | -$355 | 0.23% | 32 |
|
|
2022
Q2 | $240K | Hold |
4,324
| – | – | 0.23% | 26 |
|
|
2022
Q1 | $264K | Sell |
4,324
-2,977
| -41% | -$182K | 0.22% | 26 |
|
|
2021
Q4 | $459K | Buy |
7,301
+37
| +0.5% | +$2.33K | 0.32% | 23 |
|
|
2021
Q3 | $455K | Sell |
7,264
-28
| -0.4% | -$1.75K | 0.32% | 21 |
|
|
2021
Q2 | $468K | Buy |
7,292
+23
| +0.3% | +$1.48K | 0.33% | 21 |
|
|
2021
Q1 | $459K | Sell |
7,269
-47
| -0.6% | -$2.97K | 0.35% | 18 |
|
|
2020
Q4 | $447K | Buy |
7,316
+42
| +0.6% | +$2.57K | 0.4% | 18 |
|
|
2020
Q3 | $401K | Hold |
7,274
| – | – | 0.41% | 17 |
|
|
2020
Q2 | $378K | Sell |
7,274
-84,778
| -92% | -$4.41M | 0.41% | 18 |
|
|
2020
Q1 | $4.32M | Buy |
92,052
+11,023
| +14% | +$517K | 5.27% | 5 |
|
|
2019
Q4 | $4.75M | Buy |
+81,029
| New | +$4.75M | 4.93% | 6 |
|