Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-954
| Closed | -$60K | – | 798 |
|
|
2021
Q1 | $60K | Hold |
954
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $58K | Hold |
954
| – | – | ﹤0.01% | 701 |
|
|
2020
Q3 | $53K | Hold |
954
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $50K | Hold |
954
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $46K | Hold |
954
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $56K | Buy |
954
+155
| +19% | +$9.1K | 0.01% | 599 |
|
|
2019
Q3 | $46K | Hold |
799
| – | – | 0.01% | 629 |
|
|
2019
Q2 | $47K | Buy |
799
+117
| +17% | +$6.88K | 0.01% | 620 |
|
|
2019
Q1 | $40K | Sell |
682
-883
| -56% | -$51.8K | ﹤0.01% | 606 |
|
|
2018
Q4 | $87K | Buy |
1,565
+4
| +0.3% | +$222 | 0.01% | 404 |
|
|
2018
Q3 | $86K | Hold |
1,561
| – | – | 0.01% | 428 |
|
|
2018
Q2 | $91K | Buy |
1,561
+863
| +124% | +$50.3K | 0.01% | 413 |
|
|
2018
Q1 | $44K | Buy |
+698
| New | +$44K | 0.01% | 509 |
|