LWS
Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,203
| Closed | -$131K | – | 177 |
|
|
2019
Q1 | $131K | Buy |
+2,203
| New | +$131K | 0.04% | 133 |
|
|
2018
Q4 | – | Sell |
-18,195
| Closed | -$1.08M | – | 187 |
|
|
2018
Q3 | $1.08M | Sell |
18,195
-7,064
| -28% | -$419K | 0.34% | 70 |
|
|
2018
Q2 | $1.46M | Sell |
25,259
-52,186
| -67% | -$3.02M | 0.64% | 42 |
|
|
2018
Q1 | $4.83M | Buy |
77,445
+59,624
| +335% | +$3.72M | 1.57% | 20 |
|
|
2017
Q4 | $1.08M | Buy |
+17,821
| New | +$1.08M | 0.48% | 57 |
|