New England Private Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

New England Private Wealth Advisors’s Portfolio EEMV Stock Details EEMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Sell	31,892 -7	-0%	-$464	0.24%	75
2025 Q4	$2.04M	Buy	31,899 +473	+2%	+$30.5K	0.25%	69
2025 Q3	$2.01M	Buy	31,426 +7,925	+34%	+$501K	0.26%	68
2025 Q2	$1.47M	Buy	23,501 +73	+0.3%	+$4.39K	0.21%	75
2025 Q1	$1.37M	Sell	23,428 -2,743	-10%	-$160K	0.21%	74
2024 Q4	$1.52M	Buy	26,171 +145	+0.6%	+$8.76K	0.24%	69
2024 Q3	$1.63M	Hold	26,026	–	–	0.26%	64
2024 Q2	$1.49M	Sell	26,026 -1,466	-5%	-$83.1K	0.26%	66
2024 Q1	$1.56M	Hold	27,492	–	–	0.27%	62
2023 Q4	$1.53M	Sell	27,492 -823	-3%	-$44.1K	0.28%	59
2023 Q3	$1.51M	Buy	28,315 +5	+0%	+$274	0.31%	54
2023 Q2	$1.56M	Buy	28,310 +235	+0.8%	+$13K	0.31%	52
2023 Q1	$1.53M	Sell	28,075 -456	-2%	-$24.7K	0.31%	49
2022 Q4	$1.51M	Buy	28,531 +321	+1%	+$16.8K	0.32%	47
2022 Q3	$1.43M	Sell	28,210 -7,074	-20%	-$386K	0.33%	46
2022 Q2	$2.15M	Sell	35,284 -1	-0%	-$58	0.39%	44
2022 Q1	$2.15M	Buy	35,285 +3,199	+10%	+$198K	0.39%	44
2021 Q4	$2.02M	Buy	32,086 +342	+1%	+$21.6K	0.35%	45
2021 Q3	$1.99M	Hold	31,744	–	–	0.37%	45
2021 Q2	$2.04M	Buy	31,744 +207	+0.7%	+$13.2K	0.39%	41
2021 Q1	$1.99M	Hold	31,537	–	–	0.34%	47
2020 Q4	$1.93M	Buy	31,537 +396	+1%	+$23.1K	0.42%	40
2020 Q3	$1.72M	Hold	31,141	–	–	0.43%	39
2020 Q2	$1.63M	Sell	31,141 -8,229	-21%	-$416K	0.45%	39
2020 Q1	$1.85M	Sell	39,370 -24,980	-39%	-$1.35M	0.63%	33
2019 Q4	$3.78M	Sell	64,350 -7,119	-10%	-$413K	0.99%	23
2019 Q3	$4.08M	Sell	71,469 -3,522	-5%	-$202K	0.99%	24
2019 Q2	$4.42M	Buy	74,991 +1,440	+2%	+$84.1K	1.07%	23
2019 Q1	$4.36M	Buy	73,551 +839	+1%	+$49K	1.13%	23
2018 Q4	$4.06M	Buy	72,712 +33,738	+87%	+$1.89M	1.19%	22
2018 Q3	$2.31M	Sell	38,974 -4,740	-11%	-$278K	0.62%	33
2018 Q2	$2.53M	Buy	43,714 +241	+0.6%	+$14.7K	0.71%	28
2018 Q1	$2.71M	Buy	43,473 +8,207	+23%	+$513K	0.77%	29
2017 Q4	$2.14M	Buy	35,266 +2,836	+9%	+$169K	0.6%	36
2017 Q3	$1.88M	Buy	32,430 +2,626	+9%	+$151K	0.56%	37
2017 Q2	$1.65M	Buy	29,804 +182	+0.6%	+$9.99K	0.51%	40
2017 Q1	$1.59M	Buy	29,622 +7,649	+35%	+$395K	0.51%	39
2016 Q4	$1.07M	Buy	21,973 +324	+1%	+$16.6K	0.37%	48
2016 Q3	$1.17M	Buy	21,649 +2,285	+12%	+$122K	0.42%	47
2016 Q2	$999K	Buy	19,364 +5,104	+36%	+$259K	0.38%	50
2016 Q1	$733K	Sell	14,260 -692	-5%	-$32.9K	0.3%	54
2015 Q4	$727K	Buy	14,952 +379	+3%	+$19.4K	0.29%	52
2015 Q3	$726K	Buy	14,573 +3,649	+33%	+$193K	0.31%	50
2015 Q2	$630K	Buy	10,924 +2,057	+23%	+$125K	0.24%	56
2015 Q1	$530K	Hold	8,867	–	–	0.21%	59
2014 Q4	$498K	Buy	8,867 +4,359	+97%	+$255K	0.2%	66
2014 Q3	$270K	Buy	4,508 +800	+22%	+$49.3K	0.11%	79
2014 Q2	$223K	Hold	3,708	–	–	0.09%	97
2014 Q1	$212K	Sell	3,708 -100	-3%	-$5.51K	0.09%	92
2013 Q4	$222K	Buy	3,808 +100	+3%	+$5.91K	0.1%	84
2013 Q3	$218K	Buy	+3,708	New	+$214K	0.11%	67