One Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,944
| Closed | -$229K | – | 292 |
|
2024
Q4 | $229K | Sell |
3,944
-135
| -3% | -$7.83K | 0.03% | 221 |
|
2024
Q3 | $256K | Sell |
4,079
-1
| -0% | -$63 | 0.04% | 221 |
|
2024
Q2 | $237K | Sell |
4,080
-600
| -13% | -$34.8K | 0.05% | 196 |
|
2024
Q1 | $265K | Sell |
4,680
-2,083
| -31% | -$118K | 0.05% | 198 |
|
2023
Q4 | $376K | Sell |
6,763
-5,120
| -43% | -$285K | 0.07% | 133 |
|
2023
Q3 | $634K | Sell |
11,883
-6,272
| -35% | -$335K | 0.14% | 82 |
|
2023
Q2 | $998K | Sell |
18,155
-2,430
| -12% | -$134K | 0.21% | 65 |
|
2023
Q1 | $1.12M | Sell |
20,585
-25,502
| -55% | -$1.39M | 0.26% | 57 |
|
2022
Q4 | $2.44M | Buy |
46,087
+35,235
| +325% | +$1.87M | 0.56% | 39 |
|
2022
Q3 | $550K | Buy |
+10,852
| New | +$550K | 0.18% | 72 |
|