RSWM
Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,693
| Closed | -$368K | – | 448 |
|
|
2023
Q2 | $368K | Sell |
6,693
-486
| -7% | -$26.7K | 0.03% | 323 |
|
|
2023
Q1 | $392K | Sell |
7,179
-25,234
| -78% | -$1.38M | 0.03% | 325 |
|
|
2022
Q4 | $1.72M | Buy |
32,413
+12,953
| +67% | +$687K | 0.17% | 123 |
|
|
2022
Q3 | $986K | Sell |
19,460
-9,325
| -32% | -$472K | 0.1% | 153 |
|
|
2022
Q2 | $1.6M | Buy |
+28,785
| New | +$1.6M | 0.15% | 116 |
|