WCA
Westover Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-83,263
| Closed | -$4.88M | – | 123 |
|
|
2019
Q4 | $4.88M | Buy |
83,263
+390
| +0.5% | +$22.9K | 2.18% | 13 |
|
|
2019
Q3 | $4.73M | Buy |
82,873
+20,490
| +33% | +$1.17M | 2.23% | 14 |
|
|
2019
Q2 | $3.67M | Buy |
62,383
+13,739
| +28% | +$809K | 1.81% | 17 |
|
|
2019
Q1 | $2.88M | Buy |
48,644
+11,452
| +31% | +$679K | 1.5% | 24 |
|
|
2018
Q4 | $2.08M | Sell |
37,192
-459
| -1% | -$25.6K | 1.3% | 31 |
|
|
2018
Q3 | $2.23M | Sell |
37,651
-1,027
| -3% | -$60.9K | 1.13% | 31 |
|
|
2018
Q2 | $2.24M | Sell |
38,678
-691
| -2% | -$40K | 1.21% | 35 |
|
|
2018
Q1 | $2.45M | Buy |
39,369
+125
| +0.3% | +$7.79K | 1.34% | 30 |
|
|
2017
Q4 | $2.38M | Sell |
39,244
-37,642
| -49% | -$2.29M | 1.31% | 28 |
|
|
2017
Q3 | $4.47M | Buy |
76,886
+2,356
| +3% | +$137K | 2.63% | 6 |
|
|
2017
Q2 | $4.13M | Sell |
74,530
-515
| -0.7% | -$28.5K | 2.72% | 4 |
|
|
2017
Q1 | $4.02M | Buy |
75,045
+39,022
| +108% | +$2.09M | 2.68% | 5 |
|
|
2016
Q4 | $1.76M | Sell |
36,023
-27,765
| -44% | -$1.36M | 1.26% | 29 |
|
|
2016
Q3 | $3.45M | Buy |
+63,788
| New | +$3.45M | 2.56% | 9 |
|