WANY
Wealthspire Advisors (New York)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,478
| Closed | -$218K | – | 807 |
|
|
2024
Q3 | $218K | Sell |
3,478
-224
| -6% | -$14K | ﹤0.01% | 692 |
|
|
2024
Q2 | $212K | Sell |
3,702
-592
| -14% | -$33.9K | ﹤0.01% | 610 |
|
|
2024
Q1 | $243K | Sell |
4,294
-8,388
| -66% | -$475K | ﹤0.01% | 553 |
|
|
2023
Q4 | $705K | Sell |
12,682
-160
| -1% | -$8.89K | 0.01% | 366 |
|
|
2023
Q3 | $685K | Buy |
12,842
+82
| +0.6% | +$4.38K | 0.01% | 339 |
|
|
2023
Q2 | $702K | Sell |
12,760
-284
| -2% | -$15.6K | 0.01% | 309 |
|
|
2023
Q1 | $712K | Sell |
13,044
-1,288
| -9% | -$70.3K | 0.01% | 304 |
|
|
2022
Q4 | $760K | Sell |
14,332
-5,626
| -28% | -$298K | 0.01% | 305 |
|
|
2022
Q3 | $1.01M | Buy |
19,958
+12,708
| +175% | +$644K | 0.02% | 226 |
|
|
2022
Q2 | $402K | Buy |
+7,250
| New | +$402K | 0.01% | 350 |
|
|
2021
Q4 | – | Sell |
-7,250
| Closed | -$454K | – | 567 |
|
|
2021
Q3 | $454K | Buy |
+7,250
| New | +$454K | 0.01% | 374 |
|