Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-593
| Closed | -$38K | – | 180 |
|
|
2021
Q2 | $38K | Buy |
+593
| New | +$38K | 0.02% | 165 |
|
|
2020
Q2 | – | Sell |
-8,160
| Closed | -$383K | – | 65 |
|
|
2020
Q1 | $383K | Sell |
8,160
-5,875
| -42% | -$276K | 0.23% | 40 |
|
|
2019
Q4 | $823K | Hold |
14,035
| – | – | 0.35% | 29 |
|
|
2019
Q3 | $801K | Buy |
14,035
+6,395
| +84% | +$365K | 0.37% | 28 |
|
|
2019
Q2 | $450K | Hold |
7,640
| – | – | 0.22% | 36 |
|
|
2019
Q1 | $453K | Sell |
7,640
-691,222
| -99% | -$41M | 0.24% | 35 |
|
|
2018
Q4 | $38.9M | Buy |
+698,862
| New | +$38.9M | 24.38% | 2 |
|