Mountain Capital Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-55,113
| Closed | -$3.04M | – | 70 |
|
2022
Q4 | $3.04M | Buy |
55,113
+32,874
| +148% | +$1.81M | 1.38% | 11 |
|
2022
Q3 | $1.12M | Buy |
22,239
+2,240
| +11% | +$113K | 0.59% | 61 |
|
2022
Q2 | $1.11M | Buy |
+19,999
| New | +$1.11M | 0.55% | 53 |
|
2017
Q4 | – | Sell |
-2,272
| Closed | -$132K | – | 142 |
|
2017
Q3 | $132K | Hold |
2,272
| – | – | 0.12% | 48 |
|
2017
Q2 | $126K | Buy |
+2,272
| New | +$126K | 0.12% | 56 |
|