Syverson Strege & Co’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
Q2 | – | Sell |
-3,604
| Closed | -$197K | – | 230 |
|
2023
Q1 | $197K | Sell |
3,604
-1,409
| -28% | -$76.9K | 0.08% | 63 |
|
2022
Q4 | $266K | Sell |
5,013
-7,969
| -61% | -$423K | 0.12% | 53 |
|
2022
Q3 | $658K | Sell |
12,982
-1,121
| -8% | -$56.8K | 0.33% | 29 |
|
2022
Q2 | $782K | Sell |
14,103
-4,494
| -24% | -$249K | 0.29% | 32 |
|
2022
Q1 | $1.14M | Sell |
18,597
-279
| -1% | -$17K | 1.23% | 13 |
|
2021
Q4 | $1.19M | Sell |
18,876
-773
| -4% | -$48.6K | 0.88% | 17 |
|
2021
Q3 | $1.23M | Sell |
19,649
-306
| -2% | -$19.2K | 0.98% | 17 |
|
2021
Q2 | $1.28M | Sell |
19,955
-280
| -1% | -$18K | 1.14% | 15 |
|
2021
Q1 | $1.28M | Sell |
20,235
-3,800
| -16% | -$240K | 1.33% | 12 |
|
2020
Q4 | $1.47M | Buy |
+24,035
| New | +$1.47M | 1.4% | 11 |
|