AWM
Atticus 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 | $1.7M | Buy |
35,225
+760
| +2% | +$36.7K | 0.46% | 36 |
|
|
2025
Q1 | $1.51M | Sell |
34,465
-604
| -2% | -$26.4K | 0.49% | 34 |
|
|
2024
Q4 | $1.47M | Buy |
35,069
+530
| +2% | +$22.2K | 0.46% | 34 |
|
|
2024
Q3 | $1.58M | Buy |
34,539
+829
| +2% | +$38K | 0.51% | 34 |
|
|
2024
Q2 | $1.44M | Sell |
33,710
-225
| -0.7% | -$9.58K | 0.47% | 34 |
|
|
2024
Q1 | $1.39M | Buy |
33,935
+1,728
| +5% | +$71K | 0.46% | 32 |
|
|
2023
Q4 | $1.3M | Buy |
32,207
+6,289
| +24% | +$253K | 0.46% | 31 |
|
|
2023
Q3 | $984K | Buy |
25,918
+685
| +3% | +$26K | 0.38% | 39 |
|
|
2023
Q2 | $998K | Buy |
25,233
+1,408
| +6% | +$55.7K | 0.37% | 39 |
|
|
2023
Q1 | $940K | Buy |
23,825
+12,753
| +115% | +$503K | 0.36% | 41 |
|
|
2022
Q4 | $420K | Buy |
+11,072
| New | +$420K | 0.17% | 82 |
|
|
2022
Q3 | – | Sell |
-36,812
| Closed | -$1.48M | – | 578 |
|
|
2022
Q2 | $1.48M | Buy |
36,812
+6,624
| +22% | +$266K | 0.61% | 35 |
|
|
2022
Q1 | $1.36M | Buy |
30,188
+1,016
| +3% | +$45.9K | 0.5% | 40 |
|
|
2021
Q4 | $1.43M | Sell |
29,172
-12,875
| -31% | -$629K | 0.56% | 34 |
|
|
2021
Q3 | $2.12M | Sell |
42,047
-16,837
| -29% | -$848K | 0.93% | 25 |
|
|
2021
Q2 | $3.25M | Buy |
58,884
+9,389
| +19% | +$518K | 1.41% | 19 |
|
|
2021
Q1 | $2.64M | Buy |
49,495
+49,358
| +36,028% | +$2.63M | 1.26% | 23 |
|
|
2020
Q4 | $7K | Hold |
137
| – | – | ﹤0.01% | 298 |
|
|
2020
Q3 | $6K | Sell |
137
-18
| -12% | -$788 | ﹤0.01% | 270 |
|
|
2020
Q2 | $6K | Sell |
155
-9,779
| -98% | -$379K | ﹤0.01% | 260 |
|
|
2020
Q1 | $339K | Sell |
9,934
-1,446
| -13% | -$49.3K | 0.27% | 57 |
|
|
2019
Q4 | $511K | Buy |
+11,380
| New | +$511K | 0.33% | 50 |
|