Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,325
| Closed | -$208K | – | 492 |
|
|
2021
Q3 | $208K | Sell |
3,325
-35
| -1% | -$2.19K | 0.04% | 452 |
|
|
2021
Q2 | $216K | Sell |
3,360
-6
| -0.2% | -$386 | 0.04% | 447 |
|
|
2021
Q1 | $213K | Sell |
3,366
-456
| -12% | -$28.9K | 0.04% | 429 |
|
|
2020
Q4 | $233K | Sell |
3,822
-790
| -17% | -$48.2K | 0.05% | 394 |
|
|
2020
Q3 | $254K | Sell |
4,612
-310
| -6% | -$17.1K | 0.06% | 348 |
|
|
2020
Q2 | $256K | Sell |
4,922
-555
| -10% | -$28.9K | 0.06% | 346 |
|
|
2020
Q1 | $257K | Sell |
5,477
-346
| -6% | -$16.2K | 0.08% | 305 |
|
|
2019
Q4 | $342K | Sell |
5,823
-713
| -11% | -$41.9K | 0.08% | 319 |
|
|
2019
Q3 | $373K | Sell |
6,536
-3,851
| -37% | -$220K | 0.09% | 285 |
|
|
2019
Q2 | $611K | Buy |
10,387
+914
| +10% | +$53.8K | 0.14% | 225 |
|
|
2019
Q1 | $562K | Buy |
+9,473
| New | +$562K | 0.12% | 220 |
|
|
2018
Q4 | – | Sell |
-12,282
| Closed | -$726K | – | 284 |
|
|
2018
Q3 | $726K | Sell |
12,282
-837
| -6% | -$49.5K | 0.25% | 127 |
|
|
2018
Q2 | $756K | Sell |
13,119
-620
| -5% | -$35.7K | 0.24% | 131 |
|
|
2018
Q1 | $843K | Sell |
13,739
-15,755
| -53% | -$967K | 0.25% | 146 |
|
|
2017
Q4 | $1.8M | Buy |
29,494
+12,952
| +78% | +$790K | 0.42% | 63 |
|
|
2017
Q3 | $961K | Sell |
16,542
-1,168
| -7% | -$67.9K | 0.31% | 104 |
|
|
2017
Q2 | $981K | Buy |
+17,710
| New | +$981K | 0.27% | 118 |
|