LMG Wealth Partners’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
Q2 | $3.9M | Sell |
62,163
-407
| -0.7% | -$25.6K | 0.8% | 44 |
|
2025
Q1 | $3.65M | Buy |
62,570
+1,378
| +2% | +$80.4K | 0.81% | 42 |
|
2024
Q4 | $3.55M | Buy |
61,192
+133
| +0.2% | +$7.71K | 0.77% | 43 |
|
2024
Q3 | $3.83M | Sell |
61,059
-6,971
| -10% | -$437K | 0.88% | 41 |
|
2024
Q2 | $3.89M | Buy |
68,030
+210
| +0.3% | +$12K | 0.97% | 34 |
|
2024
Q1 | $3.84M | Sell |
67,820
-11,757
| -15% | -$665K | 0.97% | 35 |
|
2023
Q4 | $4.42M | Sell |
79,577
-4,049
| -5% | -$225K | 1.23% | 32 |
|
2023
Q3 | $4.46M | Sell |
83,626
-6,137
| -7% | -$327K | 1.36% | 29 |
|
2023
Q2 | $4.94M | Sell |
89,763
-399
| -0.4% | -$21.9K | 1.51% | 24 |
|
2023
Q1 | $4.92M | Sell |
90,162
-351
| -0.4% | -$19.2K | 1.59% | 22 |
|
2022
Q4 | $4.96M | Buy |
+90,513
| New | +$4.96M | 1.64% | 24 |
|