WFAG
Wescott Financial Advisory Group’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
Q1 | – | Sell |
-4,325
| Closed | -$240K | – | 164 |
|
|
2023
Q4 | $240K | Sell |
4,325
-2,209
| -34% | -$123K | 0.03% | 147 |
|
|
2023
Q3 | $349K | Buy |
6,534
+390
| +6% | +$20.8K | 0.06% | 119 |
|
|
2023
Q2 | $338K | Buy |
6,144
+183
| +3% | +$10.1K | 0.06% | 125 |
|
|
2023
Q1 | $325K | Buy |
5,961
+133
| +2% | +$7.26K | 0.07% | 122 |
|
|
2022
Q4 | $309K | Buy |
5,828
+1,239
| +27% | +$65.7K | 0.07% | 122 |
|
|
2022
Q3 | $233K | Buy |
+4,589
| New | +$233K | 0.06% | 122 |
|