LFA
Legacy Financial 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
Q4 | – | Sell |
-37,958
| Closed | -$2.03M | – | 303 |
|
|
2023
Q3 | $2.03M | Buy |
37,958
+9,393
| +33% | +$501K | 0.41% | 31 |
|
|
2023
Q2 | $1.57M | Buy |
+28,565
| New | +$1.57M | 0.29% | 47 |
|
|
2021
Q1 | – | Sell |
-26,109
| Closed | -$1.6M | – | 161 |
|
|
2020
Q4 | $1.6M | Sell |
26,109
-269,565
| -91% | -$16.5M | 0.45% | 19 |
|
|
2020
Q3 | $16.3M | Sell |
295,674
-8,805
| -3% | -$486K | 4.98% | 5 |
|
|
2020
Q2 | $15.8M | Buy |
304,479
+3,867
| +1% | +$201K | 5.69% | 5 |
|
|
2020
Q1 | $15.2M | Buy |
300,612
+750
| +0.3% | +$37.9K | 5.64% | 4 |
|
|
2019
Q4 | $17.6M | Buy |
299,862
+6,722
| +2% | +$394K | 5.56% | 4 |
|
|
2019
Q3 | $16.7M | Buy |
293,140
+18,229
| +7% | +$1.04M | 5.56% | 4 |
|
|
2019
Q2 | $16.2M | Buy |
274,911
+8,449
| +3% | +$497K | 5.72% | 4 |
|
|
2019
Q1 | $15.8M | Buy |
266,462
+20,255
| +8% | +$1.2M | 5.35% | 4 |
|
|
2018
Q4 | $13.8M | Sell |
246,207
-279
| -0.1% | -$15.6K | 5.33% | 4 |
|
|
2018
Q3 | $14.6M | Buy |
246,486
+7,386
| +3% | +$438K | 5.29% | 4 |
|
|
2018
Q2 | $14M | Buy |
239,100
+10,617
| +5% | +$622K | 5.32% | 4 |
|
|
2018
Q1 | $14.4M | Buy |
228,483
+11,571
| +5% | +$729K | 5.73% | 4 |
|
|
2017
Q4 | $13.2M | Buy |
+216,912
| New | +$13.2M | 5.41% | 4 |
|