MBFW
Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$7.19K | 0.13% | 40 |
|
|
2024
Q3 | $416K | Hold |
6,632
| – | – | 0.15% | 37 |
|
|
2024
Q2 | $388K | Sell |
6,632
-1,538
| -19% | -$90K | 0.15% | 39 |
|
|
2024
Q1 | $462K | Sell |
8,170
-756
| -8% | -$42.8K | 0.19% | 34 |
|
|
2023
Q4 | $496K | Sell |
8,926
-675
| -7% | -$37.5K | 0.22% | 34 |
|
|
2023
Q3 | $512K | Sell |
9,601
-4,260
| -31% | -$227K | 0.26% | 32 |
|
|
2023
Q2 | $762K | Sell |
13,861
-1,117
| -7% | -$61.4K | 0.41% | 26 |
|
|
2023
Q1 | $817K | Sell |
14,978
-692
| -4% | -$37.8K | 0.49% | 25 |
|
|
2022
Q4 | $831K | Sell |
15,670
-9,694
| -38% | -$514K | 0.57% | 25 |
|
|
2022
Q3 | $1.29M | Sell |
25,364
-8,769
| -26% | -$444K | 1.02% | 18 |
|
|
2022
Q2 | $1.89M | Sell |
34,133
-646
| -2% | -$35.8K | 1.47% | 15 |
|
|
2022
Q1 | $2.12M | Buy |
34,779
+3,662
| +12% | +$224K | 1.6% | 14 |
|
|
2021
Q4 | $1.96M | Buy |
+31,117
| New | +$1.96M | 1.5% | 14 |
|