Roffman Miller Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,501
| Closed | -$82.5K | – | 106 |
|
|
2023
Q2 | $82.5K | Buy |
+1,501
| New | +$82.5K | 0.01% | 77 |
|
|
2020
Q1 | – | Sell |
-3,854
| Closed | -$226K | – | 80 |
|
|
2019
Q4 | $226K | Sell |
3,854
-438
| -10% | -$25.7K | 0.02% | 82 |
|
|
2019
Q3 | $245K | Hold |
4,292
| – | – | 0.03% | 87 |
|
|
2019
Q2 | $253K | Sell |
4,292
-572
| -12% | -$33.7K | 0.03% | 81 |
|
|
2019
Q1 | $286K | Sell |
4,864
-17
| -0.3% | -$1K | 0.03% | 74 |
|
|
2018
Q4 | $273K | Buy |
4,881
+813
| +20% | +$45.5K | 0.04% | 68 |
|
|
2018
Q3 | $241K | Buy |
+4,068
| New | +$241K | 0.03% | 78 |
|