PWA
Peterson Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-142,623
| Closed | -$7.42M | – | 48 |
|
|
2020
Q2 | $7.42M | Buy |
142,623
+10,730
| +8% | +$558K | 3.95% | 7 |
|
|
2020
Q1 | $6.19M | Buy |
131,893
+1,201
| +0.9% | +$56.3K | 4.01% | 7 |
|
|
2019
Q4 | $7.67M | Buy |
130,692
+1,740
| +1% | +$102K | 4.38% | 8 |
|
|
2019
Q3 | $7.36M | Buy |
128,952
+6,801
| +6% | +$388K | 4.51% | 7 |
|
|
2019
Q2 | $7.19M | Buy |
122,151
+8,184
| +7% | +$482K | 4.55% | 7 |
|
|
2019
Q1 | $6.83M | Buy |
113,967
+5,379
| +5% | +$322K | 4.57% | 7 |
|
|
2018
Q4 | $6.07M | Buy |
108,588
+10,800
| +11% | +$603K | 4.81% | 5 |
|
|
2018
Q3 | $5.8M | Buy |
97,788
+4,604
| +5% | +$273K | 4.23% | 6 |
|
|
2018
Q2 | $5.39M | Buy |
93,184
+2,661
| +3% | +$154K | 4.37% | 6 |
|
|
2018
Q1 | $5.64M | Buy |
90,523
+7,419
| +9% | +$462K | 4.66% | 6 |
|
|
2017
Q4 | $5.05M | Buy |
+83,104
| New | +$5.05M | 4.56% | 6 |
|