Journey Strategic Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.37M	Sell	36,631 -391	-1%	-$25.9K	0.06%	94
2025 Q4	$2.37M	Sell	37,022 -2,274	-6%	-$147K	0.06%	88
2025 Q3	$2.51M	Sell	39,296 -2,993	-7%	-$189K	0.07%	76
2025 Q2	$2.66M	Sell	42,289 -2,365	-5%	-$142K	0.09%	69
2025 Q1	$2.61M	Buy	44,654 +1,557	+4%	+$90.8K	0.09%	66
2024 Q4	$2.5M	Buy	43,097 +68	+0.2%	+$4.11K	0.09%	61
2024 Q3	$2.7M	Buy	43,029 +2,119	+5%	+$125K	0.1%	56
2024 Q2	$2.34M	Buy	40,910 +1,646	+4%	+$93.3K	0.1%	42
2024 Q1	$2.22M	Buy	39,264 +4,451	+13%	+$248K	0.1%	39
2023 Q4	$1.94M	Sell	34,813 -1,612	-4%	-$86.4K	0.09%	39
2023 Q3	$1.94M	Sell	36,425 -7,194	-16%	-$395K	0.09%	36
2023 Q2	$2.4M	Sell	43,619 -5,746	-12%	-$318K	0.11%	31
2023 Q1	$2.69M	Sell	49,365 -81,648	-62%	-$4.42M	0.28%	28
2022 Q4	$6.95M	Buy	131,013 +25,641	+24%	+$1.34M	0.82%	11
2022 Q3	$5.34M	Buy	105,372 +25,728	+32%	+$1.41M	0.72%	12
2022 Q2	$4.42M	Buy	+79,644	New	+$4.6M	0.59%	16