TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $30K | Buy |
576
+278
| +93% | +$14.5K | 0.01% | 335 |
|
|
2020
Q1 | $14K | Sell |
298
-316
| -51% | -$14.8K | 0.01% | 410 |
|
|
2019
Q4 | $36K | Buy |
614
+4
| +0.7% | +$235 | 0.01% | 305 |
|
|
2019
Q3 | $35K | Hold |
610
| – | – | 0.02% | 299 |
|
|
2019
Q2 | $36K | Buy |
610
+3
| +0.5% | +$177 | 0.02% | 305 |
|
|
2019
Q1 | $36K | Hold |
607
| – | – | 0.02% | 300 |
|
|
2018
Q4 | $34K | Buy |
607
+5
| +0.8% | +$280 | 0.02% | 292 |
|
|
2018
Q3 | $36K | Hold |
602
| – | – | 0.02% | 311 |
|
|
2018
Q2 | $35K | Buy |
602
+2
| +0.3% | +$116 | 0.02% | 306 |
|
|
2018
Q1 | $37K | Hold |
600
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $36K | Buy |
+600
| New | +$36K | 0.02% | 319 |
|