Morton Brown Family Wealth’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	$350K	Hold	5,400	–	–	0.09%	41
2025 Q4	$346K	Sell	5,400 -61	-1%	-$3.94K	0.09%	43
2025 Q3	$349K	Hold	5,461	–	–	0.1%	41
2025 Q2	$343K	Hold	5,461	–	–	0.1%	41
2025 Q1	$319K	Sell	5,461 -1,047	-16%	-$61.1K	0.11%	42
2024 Q4	$377K	Sell	6,508 -124	-2%	-$7.49K	0.13%	40
2024 Q3	$416K	Hold	6,632	–	–	0.15%	37
2024 Q2	$388K	Sell	6,632 -1,538	-19%	-$87.2K	0.15%	39
2024 Q1	$462K	Sell	8,170 -756	-8%	-$42.1K	0.19%	34
2023 Q4	$496K	Sell	8,926 -675	-7%	-$36.2K	0.22%	34
2023 Q3	$512K	Sell	9,601 -4,260	-31%	-$234K	0.26%	32
2023 Q2	$762K	Sell	13,861 -1,117	-7%	-$61.8K	0.41%	26
2023 Q1	$817K	Sell	14,978 -692	-4%	-$37.5K	0.49%	25
2022 Q4	$831K	Sell	15,670 -9,694	-38%	-$507K	0.57%	25
2022 Q3	$1.28M	Sell	25,364 -8,769	-26%	-$479K	1.02%	18
2022 Q2	$1.89M	Sell	34,133 -646	-2%	-$37.3K	1.47%	15
2022 Q1	$2.12M	Buy	34,779 +3,662	+12%	+$227K	1.6%	14
2021 Q4	$1.96M	Buy	+31,117	New	+$1.96M	1.5%	14