AEPWM
Atlantic Edge Private Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
6,310
| – | – | 0.08% | 111 |
|
|
2025
Q1 | $276K | Sell |
6,310
-1,425
| -18% | -$62.3K | 0.08% | 113 |
|
|
2024
Q4 | $323K | Buy |
7,735
+220
| +3% | +$9.2K | 0.1% | 107 |
|
|
2024
Q3 | $345K | Sell |
7,515
-500
| -6% | -$22.9K | 0.1% | 105 |
|
|
2024
Q2 | $341K | Sell |
8,015
-1,450
| -15% | -$61.8K | 0.11% | 100 |
|
|
2024
Q1 | $389K | Buy |
9,465
+175
| +2% | +$7.19K | 0.13% | 98 |
|
|
2023
Q4 | $374K | Buy |
+9,290
| New | +$374K | 0.15% | 99 |
|