Sowell Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Buy	3,564 +339	+11%	+$22.5K	0.01%	954
2025 Q4	$207K	Sell	3,225 -17	-0.5%	-$1.1K	0.01%	1019
2025 Q3	$207K	Buy	3,242 +1	+0%	+$63	0.01%	995
2025 Q2	$204K	Sell	3,241 -273	-8%	-$16.4K	0.01%	968
2025 Q1	$205K	Buy	+3,514	New	+$205K	0.01%	924
2024 Q4	–	Sell	-13,773	Closed	-$864K	–	531
2024 Q3	$864K	Sell	13,773 -899	-6%	-$53.2K	0.04%	361
2024 Q2	$839K	Sell	14,672 -2,894	-16%	-$164K	0.04%	360
2024 Q1	$994K	Sell	17,566 -7,203	-29%	-$401K	0.05%	343
2023 Q4	$1.38M	Buy	24,769 +721	+3%	+$38.7K	0.07%	279
2023 Q3	$1.28M	Buy	24,048 +5,402	+29%	+$296K	0.08%	272
2023 Q2	$1.02M	Buy	18,646 +12,050	+183%	+$666K	0.06%	354
2023 Q1	$360K	Sell	6,596 -13,319	-67%	-$721K	0.03%	515
2022 Q4	$1.06M	Buy	+19,915	New	+$1.04M	0.07%	308
2022 Q3	–	Sell	-153,444	Closed	-$6.73M	–	417
2022 Q2	$6.73M	Buy	+153,444	New	+$8.86M	0.62%	31
2021 Q2	–	Sell	-9,172	Closed	-$582K	–	1126
2021 Q1	$582K	Buy	9,172 +1,381	+18%	+$87.3K	0.02%	590
2020 Q4	$476K	Buy	7,791 +84	+1%	+$4.9K	0.02%	540
2020 Q3	$425K	Buy	7,707 +598	+8%	+$33K	0.02%	507
2020 Q2	$370K	Sell	7,109 -44,438	-86%	-$2.25M	0.02%	539
2020 Q1	$2.42M	Buy	51,547 +44,791	+663%	+$2.42M	0.18%	128
2019 Q4	$396K	Buy	6,756 +477	+8%	+$27.7K	0.03%	514
2019 Q3	$358K	Buy	+6,279	New	+$361K	0.03%	491
2019 Q1	$300K	Hold	5,055	–	–	0.03%	454
2018 Q4	$282K	Buy	+5,055	New	+$284K	0.04%	399