Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
57,571
+585
| +1% | +$36.7K | 0.03% | 511 |
|
|
2025
Q1 | $3.32M | Sell |
56,986
-1,459
| -2% | -$85.1K | 0.03% | 510 |
|
|
2024
Q4 | $3.39M | Sell |
58,445
-844
| -1% | -$48.9K | 0.03% | 478 |
|
|
2024
Q3 | $3.72M | Buy |
59,289
+2,820
| +5% | +$177K | 0.03% | 450 |
|
|
2024
Q2 | $3.23M | Sell |
56,469
-925
| -2% | -$52.9K | 0.03% | 455 |
|
|
2024
Q1 | $3.25M | Sell |
57,394
-4,230
| -7% | -$239K | 0.04% | 436 |
|
|
2023
Q4 | $3.43M | Sell |
61,624
-1,247
| -2% | -$69.3K | 0.05% | 365 |
|
|
2023
Q3 | $3.35M | Sell |
62,871
-573
| -0.9% | -$30.6K | 0.05% | 338 |
|
|
2023
Q2 | $3.49M | Buy |
63,444
+531
| +0.8% | +$29.2K | 0.05% | 335 |
|
|
2023
Q1 | $3.43M | Sell |
62,913
-97,256
| -61% | -$5.31M | 0.05% | 335 |
|
|
2022
Q4 | $8.5M | Buy |
160,169
+7,359
| +5% | +$390K | 0.14% | 164 |
|
|
2022
Q3 | $7.74M | Buy |
152,810
+4,811
| +3% | +$244K | 0.14% | 165 |
|
|
2022
Q2 | $8.2M | Buy |
147,999
+60,146
| +68% | +$3.33M | 0.15% | 157 |
|
|
2022
Q1 | $5.36M | Sell |
87,853
-38,612
| -31% | -$2.36M | 0.08% | 248 |
|
|
2021
Q4 | $7.95M | Sell |
126,465
-73,879
| -37% | -$4.64M | 0.12% | 189 |
|
|
2021
Q3 | $12.6M | Sell |
200,344
-50,191
| -20% | -$3.15M | 0.22% | 112 |
|
|
2021
Q2 | $16.1M | Buy |
250,535
+5,395
| +2% | +$346K | 0.27% | 77 |
|
|
2021
Q1 | $15.5M | Buy |
245,140
+88,226
| +56% | +$5.57M | 0.27% | 86 |
|
|
2020
Q4 | $9.58M | Buy |
156,914
+1,535
| +1% | +$93.8K | 0.21% | 121 |
|
|
2020
Q3 | $8.57M | Buy |
155,379
+8,540
| +6% | +$471K | 0.22% | 118 |
|
|
2020
Q2 | $7.64M | Sell |
146,839
-3,930
| -3% | -$204K | 0.22% | 118 |
|
|
2020
Q1 | $7.07M | Sell |
150,769
-3,099
| -2% | -$145K | 0.26% | 99 |
|
|
2019
Q4 | $9.03M | Buy |
153,868
+1,507
| +1% | +$88.4K | 0.27% | 95 |
|
|
2019
Q3 | $8.7M | Buy |
152,361
+8,054
| +6% | +$460K | 0.29% | 81 |
|
|
2019
Q2 | $8.49M | Buy |
144,307
+25,854
| +22% | +$1.52M | 0.31% | 78 |
|
|
2019
Q1 | $7.02M | Sell |
118,453
-86
| -0.1% | -$5.1K | 0.3% | 84 |
|
|
2018
Q4 | $6.62M | Sell |
118,539
-42,476
| -26% | -$2.37M | 0.32% | 81 |
|
|
2018
Q3 | $9.55M | Buy |
161,015
+43,282
| +37% | +$2.57M | 0.46% | 50 |
|
|
2018
Q2 | $6.81M | Buy |
117,733
+5,987
| +5% | +$346K | 0.41% | 51 |
|
|
2018
Q1 | $6.97M | Buy |
111,746
+6,663
| +6% | +$415K | 0.48% | 38 |
|
|
2017
Q4 | $6.38M | Buy |
105,083
+12,105
| +13% | +$735K | 0.49% | 41 |
|
|
2017
Q3 | $5.4M | Buy |
92,978
+474
| +0.5% | +$27.5K | 0.55% | 43 |
|
|
2017
Q2 | $5.12M | Buy |
92,504
+3,540
| +4% | +$196K | 0.58% | 42 |
|
|
2017
Q1 | $4.76M | Buy |
+88,964
| New | +$4.76M | 0.72% | 37 |
|