PWA
Physician 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.69M | Sell |
26,940
-1,037
| -4% | -$65.1K | 0.27% | 53 |
|
2025
Q1 | $1.63M | Sell |
27,977
-1,010
| -3% | -$58.9K | 0.28% | 52 |
|
2024
Q4 | $1.68M | Sell |
28,987
-3,414
| -11% | -$198K | 0.28% | 52 |
|
2024
Q3 | $1.99M | Sell |
32,401
-3,225
| -9% | -$198K | 0.36% | 43 |
|
2024
Q2 | $2.1M | Sell |
35,626
-1,593
| -4% | -$93.8K | 0.39% | 43 |
|
2024
Q1 | $2.05M | Sell |
37,219
-2,251
| -6% | -$124K | 0.43% | 39 |
|
2023
Q4 | $2.12M | Sell |
39,470
-653
| -2% | -$35.2K | 0.47% | 34 |
|
2023
Q3 | $2.12M | Sell |
40,123
-1,749
| -4% | -$92.6K | 0.55% | 32 |
|
2023
Q2 | $2.31M | Buy |
41,872
+518
| +1% | +$28.6K | 0.57% | 31 |
|
2023
Q1 | $2.29M | Sell |
41,354
-43,500
| -51% | -$2.41M | 0.6% | 30 |
|
2022
Q4 | $4.72M | Sell |
84,854
-5,642
| -6% | -$314K | 1.27% | 21 |
|
2022
Q3 | $4.72M | Sell |
90,496
-5,062
| -5% | -$264K | 1.45% | 15 |
|
2022
Q2 | $5.32M | Sell |
95,558
-12,405
| -11% | -$690K | 1.54% | 14 |
|
2022
Q1 | $6.4M | Sell |
107,963
-2,150
| -2% | -$127K | 1.7% | 12 |
|
2021
Q4 | $6.92M | Buy |
110,113
+40
| +0% | +$2.51K | 1.82% | 11 |
|
2021
Q3 | $7.02M | Sell |
110,073
-298
| -0.3% | -$19K | 1.93% | 11 |
|
2021
Q2 | $6.94M | Sell |
110,371
-3,745
| -3% | -$235K | 1.99% | 11 |
|
2021
Q1 | $7.24M | Sell |
114,116
-1,372
| -1% | -$87K | 2.35% | 9 |
|
2020
Q4 | $7.45M | Sell |
115,488
-3,909
| -3% | -$252K | 2.53% | 8 |
|
2020
Q3 | $6.63M | Sell |
119,397
-84
| -0.1% | -$4.67K | 2.66% | 7 |
|
2020
Q2 | $6.6M | Sell |
119,481
-356
| -0.3% | -$19.7K | 2.66% | 7 |
|
2020
Q1 | $5.88M | Buy |
119,837
+3,811
| +3% | +$187K | 2.94% | 6 |
|
2019
Q4 | $6.91M | Buy |
116,026
+1,548
| +1% | +$92.2K | 3.07% | 6 |
|
2019
Q3 | $6.66M | Buy |
+114,478
| New | +$6.66M | 3.25% | 5 |
|