Kingswood Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,068
| Closed | -$236K | – | 750 |
|
|
2024
Q4 | $236K | Buy |
4,068
+200
| +5% | +$11.6K | 0.02% | 688 |
|
|
2024
Q3 | $242K | Sell |
3,868
-51
| -1% | -$3.2K | 0.02% | 628 |
|
|
2024
Q2 | $224K | Sell |
3,919
-95
| -2% | -$5.44K | 0.02% | 607 |
|
|
2024
Q1 | $227K | Sell |
4,014
-407
| -9% | -$23K | 0.03% | 552 |
|
|
2023
Q4 | $246K | Buy |
+4,421
| New | +$246K | 0.03% | 528 |
|