SW
Simplicity Wealth’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 | – | Sell |
-3,586
| Closed | -$209K | – | 615 |
|
2025
Q1 | $209K | Sell |
3,586
-420
| -10% | -$24.5K | 0.02% | 519 |
|
2024
Q4 | $232K | Sell |
4,006
-795
| -17% | -$46.1K | 0.05% | 283 |
|
2024
Q3 | $301K | Sell |
4,801
-30,668
| -86% | -$1.92M | 0.03% | 388 |
|
2024
Q2 | $2.03M | Buy |
35,469
+2,349
| +7% | +$134K | 0.05% | 355 |
|
2024
Q1 | $1.87M | Buy |
+33,120
| New | +$1.87M | 0.04% | 366 |
|
2023
Q1 | – | Sell |
-14,237
| Closed | -$755K | – | 73 |
|
2022
Q4 | $755K | Buy |
+14,237
| New | +$755K | 0.67% | 26 |
|