Measured Wealth Private Client Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$120K	Sell	1,850 -85	-4%	-$5.64K	0.03%	224
2025 Q4	$124K	Buy	1,935 +213	+12%	+$13.7K	0.03%	235
2025 Q3	$110K	Buy	+1,722	New	+$109K	0.03%	229
2024 Q3	–	Sell	-8,291	Closed	-$474K	–	186
2024 Q2	$474K	Sell	8,291 -711	-8%	-$40.3K	0.17%	94
2024 Q1	$509K	Sell	9,002 -7	-0.1%	-$390	0.18%	95
2023 Q4	$501K	Sell	9,009 -581	-6%	-$31.2K	0.18%	91
2023 Q3	$512K	Buy	9,590 +101	+1%	+$5.54K	0.21%	79
2023 Q2	$522K	Sell	9,489 -2	-0%	-$111	0.2%	83
2023 Q1	$518K	Sell	9,491 -166	-2%	-$8.99K	0.2%	80
2022 Q4	$512K	Sell	9,657 -157	-2%	-$8.21K	0.21%	65
2022 Q3	$497K	Sell	9,814 -8,890	-48%	-$486K	0.22%	63
2022 Q2	$1.04M	Sell	18,704 -6,313	-25%	-$365K	0.46%	33
2022 Q1	$1.53M	Sell	25,017 -2,110	-8%	-$131K	0.56%	22
2021 Q4	$1.7M	Sell	27,127 -4,705	-15%	-$297K	0.6%	24
2021 Q3	$2M	Sell	31,832 -2,187	-6%	-$138K	0.77%	24
2021 Q2	$2.18M	Buy	34,019 +3,199	+10%	+$204K	0.69%	28
2021 Q1	$1.95M	Buy	30,820 +8,141	+36%	+$514K	0.69%	29
2020 Q4	$1.39M	Buy	22,679 +1,560	+7%	+$91K	0.58%	33
2020 Q3	$1.17M	Buy	21,119 +3,876	+22%	+$214K	0.56%	27
2020 Q2	$897K	Buy	17,243 +3,223	+23%	+$163K	0.52%	30
2020 Q1	$658K	Buy	14,020 +4,752	+51%	+$256K	0.51%	34
2019 Q4	$544K	Buy	9,268 +5,579	+151%	+$324K	0.36%	37
2019 Q3	$211K	Buy	+3,689	New	+$212K	0.14%	115
2018 Q4	–	Sell	-1,124	Closed	-$67K	–	267
2018 Q3	$67K	Buy	+1,124	New	+$65.9K	0.04%	286