WLIM
White Lighthouse Investment Management’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
Q2 | – | Sell |
-8,260
| Closed | -$388K | – | 112 |
|
|
2020
Q1 | $388K | Sell |
8,260
-8,370
| -50% | -$393K | 0.16% | 84 |
|
|
2019
Q4 | $976K | Sell |
16,630
-815
| -5% | -$47.8K | 0.36% | 53 |
|
|
2019
Q3 | $996K | Buy |
17,445
+1,750
| +11% | +$99.9K | 0.4% | 52 |
|
|
2019
Q2 | $924K | Sell |
15,695
-480
| -3% | -$28.3K | 0.39% | 53 |
|
|
2019
Q1 | $959K | Sell |
16,175
-200
| -1% | -$11.9K | 0.44% | 51 |
|
|
2018
Q4 | $915K | Sell |
16,375
-800
| -5% | -$44.7K | 0.5% | 48 |
|
|
2018
Q3 | $1.02M | Buy |
17,175
+740
| +5% | +$43.9K | 0.52% | 45 |
|
|
2018
Q2 | $951K | Buy |
16,435
+200
| +1% | +$11.6K | 0.52% | 46 |
|
|
2018
Q1 | $1.01M | Sell |
16,235
-1,220
| -7% | -$76K | 0.58% | 44 |
|
|
2017
Q4 | $1.06M | Buy |
+17,455
| New | +$1.06M | 0.61% | 42 |
|