IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-45,456
| Closed | -$2.8M | – | 94 |
|
|
2018
Q2 | $2.8M | Hold |
45,456
| – | – | 1.12% | 40 |
|
|
2018
Q1 | $2.8M | Buy |
+45,456
| New | +$2.8M | 1.14% | 39 |
|
|
2017
Q4 | – | Sell |
-32,162
| Closed | -$1.89M | – | 96 |
|
|
2017
Q3 | $1.89M | Buy |
32,162
+3,629
| +13% | +$213K | 0.7% | 58 |
|
|
2017
Q2 | $1.58M | Buy |
+28,533
| New | +$1.58M | 0.62% | 63 |
|