J.P. Morgan Private 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $988K | Sell |
18,526
-7,147
| -28% | -$381K | ﹤0.01% | 975 |
|
2023
Q2 | $1.41M | Sell |
25,673
-35,291
| -58% | -$1.94M | 0.01% | 666 |
|
2023
Q1 | $3.33M | Sell |
60,964
-226,817
| -79% | -$12.4M | 0.01% | 710 |
|
2022
Q4 | $15.3M | Buy |
287,781
+179,551
| +166% | +$9.53M | 0.03% | 345 |
|
2022
Q3 | $5.49M | Buy |
108,230
+6,170
| +6% | +$313K | 0.01% | 538 |
|
2022
Q2 | $5.66M | Buy |
102,060
+69,811
| +216% | +$3.87M | 0.01% | 541 |
|
2022
Q1 | $1.97M | Buy |
32,249
+9,967
| +45% | +$608K | ﹤0.01% | 904 |
|
2021
Q4 | $1.4M | Sell |
22,282
-5,278
| -19% | -$332K | ﹤0.01% | 1078 |
|
2021
Q3 | $1.73M | Sell |
27,560
-1,591
| -5% | -$99.7K | ﹤0.01% | 953 |
|
2021
Q2 | $1.87M | Buy |
29,151
+8,770
| +43% | +$563K | ﹤0.01% | 907 |
|
2021
Q1 | $1.29M | Sell |
20,381
-2,287
| -10% | -$144K | ﹤0.01% | 929 |
|
2020
Q4 | $1.39M | Sell |
22,668
-38,044
| -63% | -$2.32M | ﹤0.01% | 876 |
|
2020
Q3 | $3.35M | Sell |
60,712
-3,936
| -6% | -$217K | 0.01% | 519 |
|
2020
Q2 | $3.36M | Sell |
64,648
-2,503
| -4% | -$130K | 0.02% | 456 |
|
2020
Q1 | $3.15M | Sell |
67,151
-76,735
| -53% | -$3.6M | 0.02% | 442 |
|
2019
Q4 | $8.44M | Sell |
143,886
-4,030
| -3% | -$236K | 0.04% | 331 |
|
2019
Q3 | $8.44M | Buy |
147,916
+57,774
| +64% | +$3.3M | 0.04% | 319 |
|
2019
Q2 | $5.31M | Buy |
90,142
+33,632
| +60% | +$1.98M | 0.03% | 373 |
|
2019
Q1 | $3.35M | Buy |
56,510
+3,946
| +8% | +$234K | 0.02% | 502 |
|
2018
Q4 | $2.94M | Buy |
52,564
+12,530
| +31% | +$700K | 0.02% | 484 |
|
2018
Q3 | $2.37M | Sell |
40,034
-5,393
| -12% | -$320K | 0.01% | 587 |
|
2018
Q2 | $2.63M | Buy |
45,427
+3,178
| +8% | +$184K | 0.01% | 540 |
|
2018
Q1 | $2.63M | Sell |
42,249
-90
| -0.2% | -$5.61K | 0.02% | 435 |
|
2017
Q4 | $2.57M | Buy |
42,339
+2,430
| +6% | +$148K | 0.02% | 446 |
|
2017
Q3 | $2.32M | Buy |
39,909
+2,684
| +7% | +$156K | 0.02% | 436 |
|
2017
Q2 | $2.06M | Buy |
37,225
+14,450
| +63% | +$800K | 0.02% | 454 |
|
2017
Q1 | $1.22M | Sell |
22,775
-8,826
| -28% | -$472K | 0.01% | 583 |
|
2016
Q4 | $1.55M | Buy |
31,601
+12,930
| +69% | +$633K | 0.01% | 488 |
|
2016
Q3 | $1.01M | Buy |
18,671
+11,984
| +179% | +$648K | 0.01% | 588 |
|
2016
Q2 | $345K | Buy |
6,687
+1,938
| +41% | +$100K | ﹤0.01% | 919 |
|
2016
Q1 | $244K | Sell |
4,749
-3,133
| -40% | -$161K | ﹤0.01% | 1019 |
|
2015
Q4 | $384K | Buy |
7,882
+784
| +11% | +$38.2K | ﹤0.01% | 775 |
|
2015
Q3 | $354K | Sell |
7,098
-3,443
| -33% | -$172K | ﹤0.01% | 732 |
|
2015
Q2 | $608K | Buy |
10,541
+3,132
| +42% | +$181K | 0.01% | 616 |
|
2015
Q1 | $438K | Buy |
7,409
+265
| +4% | +$15.7K | 0.01% | 764 |
|
2014
Q4 | $404K | Sell |
7,144
-2,902
| -29% | -$164K | ﹤0.01% | 790 |
|
2014
Q3 | $601K | Buy |
10,046
+4,001
| +66% | +$239K | 0.01% | 641 |
|
2014
Q2 | $363K | Sell |
6,045
-1,770
| -23% | -$106K | 0.01% | 660 |
|
2014
Q1 | $447K | Sell |
7,815
-1,927
| -20% | -$110K | 0.01% | 605 |
|
2013
Q4 | $568K | Buy |
9,742
+1,358
| +16% | +$79.2K | 0.01% | 430 |
|
2013
Q3 | $492K | Buy |
8,384
+1,914
| +30% | +$112K | 0.01% | 438 |
|
2013
Q2 | $370K | Buy |
+6,470
| New | +$370K | 0.01% | 465 |
|