WealthShield Partners’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 | $3.33K | Sell |
53
-7
| -12% | -$440 | ﹤0.01% | 522 |
|
|
2025
Q1 | $3.5K | Hold |
60
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $3.48K | Hold |
60
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $3.76K | Hold |
60
| – | – | ﹤0.01% | 467 |
|
|
2024
Q2 | $3.43K | Sell |
60
-3
| -5% | -$172 | ﹤0.01% | 445 |
|
|
2024
Q1 | $3.54K | Sell |
63
-209
| -77% | -$11.8K | ﹤0.01% | 451 |
|
|
2023
Q4 | $15.1K | Sell |
272
-192
| -41% | -$10.7K | ﹤0.01% | 422 |
|
|
2023
Q3 | $24.7K | Sell |
464
-191
| -29% | -$10.2K | ﹤0.01% | 403 |
|
|
2023
Q2 | $36K | Sell |
655
-711
| -52% | -$39.1K | 0.01% | 397 |
|
|
2023
Q1 | $74.5K | Sell |
1,366
-73,195
| -98% | -$3.99M | 0.01% | 353 |
|
|
2022
Q4 | $3.96M | Buy |
74,561
+19,538
| +36% | +$1.04M | 0.76% | 30 |
|
|
2022
Q3 | $2.79M | Buy |
55,023
+12,173
| +28% | +$617K | 0.55% | 48 |
|
|
2022
Q2 | $2.38M | Buy |
+42,850
| New | +$2.38M | 0.47% | 54 |
|
|
2021
Q3 | – | Sell |
-4,037
| Closed | -$259K | – | 362 |
|
|
2021
Q2 | $259K | Buy |
4,037
+187
| +5% | +$12K | 0.04% | 223 |
|
|
2021
Q1 | $243K | Sell |
3,850
-614
| -14% | -$38.8K | 0.04% | 235 |
|
|
2020
Q4 | $273K | Buy |
4,464
+4,090
| +1,094% | +$250K | 0.05% | 245 |
|
|
2020
Q3 | $21K | Buy |
+374
| New | +$21K | 0.01% | 330 |
|
|
2019
Q3 | – | Sell |
-1,143
| Closed | -$67K | – | 260 |
|
|
2019
Q2 | $67K | Sell |
1,143
-61
| -5% | -$3.58K | 0.04% | 169 |
|
|
2019
Q1 | $71K | Sell |
1,204
-46
| -4% | -$2.71K | 0.04% | 179 |
|
|
2018
Q4 | $70K | Buy |
1,250
+107
| +9% | +$5.99K | 0.05% | 153 |
|
|
2018
Q3 | $68K | Hold |
1,143
| – | – | 0.04% | 158 |
|
|
2018
Q2 | $66K | Hold |
1,143
| – | – | 0.04% | 148 |
|
|
2018
Q1 | $71K | Buy |
+1,143
| New | +$71K | 0.05% | 141 |
|