Mosaic Family Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
5,441
+7
| +0.1% | +$440 | 0.04% | 162 |
|
|
2025
Q1 | $317K | Hold |
5,434
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $315K | Buy |
5,434
+13
| +0.2% | +$754 | 0.05% | 161 |
|
|
2024
Q3 | $340K | Sell |
5,421
-355
| -6% | -$22.3K | 0.05% | 150 |
|
|
2024
Q2 | $330K | Sell |
5,776
-275
| -5% | -$15.7K | 0.05% | 143 |
|
|
2024
Q1 | $342K | Buy |
6,051
+930
| +18% | +$52.6K | 0.06% | 145 |
|
|
2023
Q4 | $285K | Sell |
5,121
-567
| -10% | -$31.5K | 0.05% | 152 |
|
|
2023
Q3 | $303K | Hold |
5,688
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $313K | Sell |
5,688
-294
| -5% | -$16.2K | 0.06% | 137 |
|
|
2023
Q1 | $326K | Buy |
5,982
+1,613
| +37% | +$88K | 0.07% | 134 |
|
|
2022
Q4 | $232K | Buy |
+4,369
| New | +$232K | 0.07% | 160 |
|