United Capital Financial Advisors’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 | $1.35M | Sell |
21,483
-6,455
| -23% | -$405K | 0.01% | 520 |
|
|
2025
Q1 | $1.63M | Sell |
27,938
-176
| -0.6% | -$10.3K | 0.01% | 463 |
|
|
2024
Q4 | $1.63M | Sell |
28,114
-86
| -0.3% | -$4.99K | 0.01% | 457 |
|
|
2024
Q3 | $1.77M | Sell |
28,200
-253
| -0.9% | -$15.9K | 0.01% | 441 |
|
|
2024
Q2 | $1.63M | Sell |
28,453
-682
| -2% | -$39K | 0.01% | 443 |
|
|
2024
Q1 | $1.65M | Sell |
29,135
-451
| -2% | -$25.5K | 0.01% | 462 |
|
|
2023
Q4 | $1.64M | Sell |
29,586
-7,089
| -19% | -$394K | 0.01% | 457 |
|
|
2023
Q3 | $1.96M | Sell |
36,675
-5,469
| -13% | -$292K | 0.01% | 428 |
|
|
2023
Q2 | $2.32M | Sell |
42,144
-3,832
| -8% | -$211K | 0.01% | 425 |
|
|
2023
Q1 | $2.51M | Sell |
45,976
-9,897
| -18% | -$540K | 0.01% | 414 |
|
|
2022
Q4 | $2.96M | Sell |
55,873
-18,788
| -25% | -$997K | 0.02% | 409 |
|
|
2022
Q3 | $3.78M | Sell |
74,661
-8,260
| -10% | -$419K | 0.02% | 368 |
|
|
2022
Q2 | $4.6M | Buy |
82,921
+2,655
| +3% | +$147K | 0.03% | 349 |
|
|
2022
Q1 | $4.9M | Sell |
80,266
-9,147
| -10% | -$558K | 0.02% | 369 |
|
|
2021
Q4 | $5.62M | Sell |
89,413
-11,208
| -11% | -$704K | 0.03% | 356 |
|
|
2021
Q3 | $6.31M | Sell |
100,621
-7,311
| -7% | -$458K | 0.03% | 338 |
|
|
2021
Q2 | $6.93M | Sell |
107,932
-17,207
| -14% | -$1.1M | 0.03% | 326 |
|
|
2021
Q1 | $7.9M | Sell |
125,139
-19,726
| -14% | -$1.25M | 0.04% | 289 |
|
|
2020
Q4 | $8.85M | Sell |
144,865
-19,496
| -12% | -$1.19M | 0.05% | 268 |
|
|
2020
Q3 | $9.07M | Sell |
164,361
-24,990
| -13% | -$1.38M | 0.06% | 263 |
|
|
2020
Q2 | $9.85M | Sell |
189,351
-21,502
| -10% | -$1.12M | 0.07% | 252 |
|
|
2020
Q1 | $9.89M | Sell |
210,853
-6,885
| -3% | -$323K | 0.08% | 235 |
|
|
2019
Q4 | $12.8M | Buy |
217,738
+2,494
| +1% | +$146K | 0.08% | 265 |
|
|
2019
Q3 | $12.3M | Buy |
215,244
+7,780
| +4% | +$444K | 0.09% | 258 |
|
|
2019
Q2 | $12.2M | Buy |
207,464
+13,425
| +7% | +$790K | 0.08% | 261 |
|
|
2019
Q1 | $11.5M | Sell |
194,039
-2,828
| -1% | -$168K | 0.08% | 266 |
|
|
2018
Q4 | $11M | Buy |
196,867
+5,389
| +3% | +$301K | 0.09% | 243 |
|
|
2018
Q3 | $11.4M | Buy |
191,478
+4,978
| +3% | +$295K | 0.08% | 268 |
|
|
2018
Q2 | $10.8M | Buy |
186,500
+3,872
| +2% | +$224K | 0.08% | 288 |
|
|
2018
Q1 | $11.4M | Buy |
182,628
+11,096
| +6% | +$692K | 0.09% | 264 |
|
|
2017
Q4 | $10.4M | Buy |
171,532
+4,109
| +2% | +$249K | 0.08% | 292 |
|
|
2017
Q3 | $9.73M | Sell |
167,423
-7,731
| -4% | -$449K | 0.08% | 288 |
|
|
2017
Q2 | $9.7M | Buy |
175,154
+3,205
| +2% | +$178K | 0.09% | 271 |
|
|
2017
Q1 | $9.2M | Sell |
171,949
-9,942
| -5% | -$532K | 0.09% | 280 |
|
|
2016
Q4 | $8.9M | Sell |
181,891
-1,802
| -1% | -$88.1K | 0.09% | 281 |
|
|
2016
Q3 | $9.93M | Buy |
183,693
+19,505
| +12% | +$1.05M | 0.1% | 256 |
|
|
2016
Q2 | $8.54M | Buy |
164,188
+46,079
| +39% | +$2.4M | 0.09% | 275 |
|
|
2016
Q1 | $6.07M | Buy |
118,109
+34,298
| +41% | +$1.76M | 0.07% | 299 |
|
|
2015
Q4 | $4.08M | Sell |
83,811
-8,793
| -9% | -$428K | 0.05% | 373 |
|
|
2015
Q3 | $4.61M | Buy |
92,604
+6,653
| +8% | +$331K | 0.06% | 336 |
|
|
2015
Q2 | $4.96M | Buy |
85,951
+42,290
| +97% | +$2.44M | 0.06% | 341 |
|
|
2015
Q1 | $2.72M | Buy |
43,661
+28,298
| +184% | +$1.76M | 0.03% | 490 |
|
|
2014
Q4 | $870K | Buy |
15,363
+2,729
| +22% | +$155K | 0.01% | 685 |
|
|
2014
Q3 | $756K | Buy |
12,634
+861
| +7% | +$51.5K | 0.01% | 685 |
|
|
2014
Q2 | $707K | Buy |
11,773
+2,420
| +26% | +$145K | 0.01% | 627 |
|
|
2014
Q1 | $535K | Buy |
9,353
+315
| +3% | +$18K | 0.01% | 622 |
|
|
2013
Q4 | $527K | Buy |
+9,038
| New | +$527K | 0.02% | 424 |
|