MGWM

Marks Group Wealth Management’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 Q1	–	Sell	-76,222	Closed	-$4.04M	–	277
2022 Q4	$4.04M	Buy	76,222 +48,953	+180%	+$2.6M	0.55%	77
2022 Q3	$1.38M	Buy	27,269 +493	+2%	+$25K	0.21%	127
2022 Q2	$1.48M	Buy	+26,776	New	+$1.48M	0.21%	127