KSWA
Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
12,924
-2,945
| -19% | -$185K | 0.32% | 56 |
|
|
2025
Q1 | $926K | Sell |
15,869
-5,582
| -26% | -$326K | 0.38% | 53 |
|
|
2024
Q4 | $1.24M | Sell |
21,451
-401
| -2% | -$23.3K | 0.52% | 39 |
|
|
2024
Q3 | $1.37M | Sell |
21,852
-179
| -0.8% | -$11.2K | 0.57% | 39 |
|
|
2024
Q2 | $1.26M | Sell |
22,031
-4,264
| -16% | -$244K | 0.58% | 39 |
|
|
2024
Q1 | $1.49M | Sell |
26,295
-1,002
| -4% | -$56.7K | 0.7% | 33 |
|
|
2023
Q4 | $1.52M | Sell |
27,297
-3,641
| -12% | -$202K | 0.77% | 34 |
|
|
2023
Q3 | $1.65M | Sell |
30,938
-972
| -3% | -$51.9K | 0.92% | 30 |
|
|
2023
Q2 | $1.75M | Sell |
31,910
-1,330
| -4% | -$73.1K | 1.12% | 23 |
|
|
2023
Q1 | $1.81M | Buy |
33,240
+636
| +2% | +$34.7K | 1.19% | 24 |
|
|
2022
Q4 | $1.73M | Buy |
32,604
+8,518
| +35% | +$452K | 1.17% | 24 |
|
|
2022
Q3 | $1.22M | Buy |
24,086
+4,542
| +23% | +$230K | 0.99% | 30 |
|
|
2022
Q2 | $1.08M | Buy |
19,544
+7,874
| +67% | +$436K | 0.91% | 32 |
|
|
2022
Q1 | $712K | Buy |
11,670
+3,657
| +46% | +$223K | 0.52% | 47 |
|
|
2021
Q4 | $503K | Buy |
+8,013
| New | +$503K | 0.37% | 61 |
|