BRWA
B. Riley Wealth Advisors’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 | $633K | Buy |
+13,121
| New | +$633K | 0.03% | 442 |
|
2024
Q4 | $591K | Sell |
14,128
-4,653
| -25% | -$195K | 0.02% | 634 |
|
2024
Q3 | $869K | Sell |
18,781
-6,577
| -26% | -$304K | 0.02% | 538 |
|
2024
Q2 | $1.08M | Sell |
25,358
-2,055
| -7% | -$87.5K | 0.03% | 508 |
|
2024
Q1 | $1.04M | Buy |
27,413
+6,015
| +28% | +$228K | 0.03% | 515 |
|
2023
Q4 | $860K | Sell |
21,398
-6,015
| -22% | -$242K | 0.02% | 582 |
|
2023
Q3 | $1.04M | Sell |
27,413
-185
| -0.7% | -$7.02K | 0.03% | 515 |
|
2023
Q2 | $1.09M | Sell |
27,598
-11,466
| -29% | -$454K | 0.02% | 538 |
|
2023
Q1 | $1.54M | Buy |
39,064
+14,941
| +62% | +$590K | 0.04% | 423 |
|
2022
Q4 | $914K | Sell |
24,123
-78
| -0.3% | -$2.96K | 0.03% | 568 |
|
2022
Q3 | $844K | Sell |
24,201
-5,955
| -20% | -$208K | 0.03% | 560 |
|
2022
Q2 | $1.21M | Sell |
30,156
-4,382
| -13% | -$176K | 0.05% | 353 |
|
2022
Q1 | $1.56M | Sell |
34,538
-3,961
| -10% | -$179K | 0.05% | 352 |
|
2021
Q4 | $1.88M | Buy |
38,499
+1,120
| +3% | +$54.7K | 0.05% | 373 |
|
2021
Q3 | $1.88M | Sell |
37,379
-17,158
| -31% | -$865K | 0.06% | 355 |
|
2021
Q2 | $3.01M | Sell |
54,537
-7,681
| -12% | -$424K | 0.1% | 245 |
|
2021
Q1 | $3.32M | Buy |
62,218
+23,190
| +59% | +$1.24M | 0.12% | 196 |
|
2020
Q4 | $2.02M | Sell |
39,028
-5,251
| -12% | -$271K | 0.11% | 203 |
|
2020
Q3 | $1.91M | Buy |
44,279
+14,488
| +49% | +$626K | 0.1% | 201 |
|
2020
Q2 | $1.19M | Buy |
29,791
+4,758
| +19% | +$190K | 0.08% | 248 |
|
2020
Q1 | $855K | Sell |
25,033
-8,472
| -25% | -$289K | 0.07% | 265 |
|
2019
Q4 | $1.5M | Buy |
33,505
+1,271
| +4% | +$56.8K | 0.13% | 184 |
|
2019
Q3 | $1.32M | Sell |
32,234
-232
| -0.7% | -$9.49K | 0.13% | 175 |
|
2019
Q2 | $1.39M | Buy |
32,466
+1,464
| +5% | +$62.9K | 0.15% | 141 |
|
2019
Q1 | $1.32M | Buy |
31,002
+40
| +0.1% | +$1.7K | 0.16% | 137 |
|
2018
Q4 | $1.22M | Buy |
30,962
+2,880
| +10% | +$113K | 0.17% | 131 |
|
2018
Q3 | $1.21M | Sell |
28,082
-3,942
| -12% | -$169K | 0.14% | 161 |
|
2018
Q2 | $1.39M | Sell |
32,024
-4,411
| -12% | -$191K | 0.18% | 137 |
|
2018
Q1 | $1.76M | Sell |
36,435
-11,162
| -23% | -$539K | 0.25% | 104 |
|
2017
Q4 | $2.24M | Sell |
47,597
-687
| -1% | -$32.4K | 0.3% | 88 |
|
2017
Q3 | $2.16M | Buy |
48,284
+16,766
| +53% | +$751K | 0.36% | 72 |
|
2017
Q2 | $1.31M | Buy |
31,518
+14,286
| +83% | +$592K | 0.24% | 121 |
|
2017
Q1 | $679K | Sell |
17,232
-3,215
| -16% | -$127K | 0.14% | 190 |
|
2016
Q4 | $716K | Buy |
20,447
+588
| +3% | +$20.6K | 0.15% | 166 |
|
2016
Q3 | $744K | Sell |
19,859
-2,342
| -11% | -$87.7K | 0.15% | 177 |
|
2016
Q2 | $763K | Sell |
22,201
-3,806
| -15% | -$131K | 0.15% | 170 |
|
2016
Q1 | $891K | Sell |
26,007
-521
| -2% | -$17.8K | 0.21% | 123 |
|
2015
Q4 | $854K | Buy |
26,528
+4,040
| +18% | +$130K | 0.17% | 155 |
|
2015
Q3 | $739K | Buy |
22,488
+15,696
| +231% | +$516K | 0.18% | 151 |
|
2015
Q2 | $270K | Sell |
6,792
-2,309
| -25% | -$91.8K | 0.07% | 363 |
|
2015
Q1 | $365K | Buy |
9,101
+1,073
| +13% | +$43K | 0.09% | 297 |
|
2014
Q4 | $315 | Buy |
8,028
+41
| +0.5% | +$2 | 0.01% | 1089 |
|
2014
Q3 | $332K | Sell |
7,987
-9,487
| -54% | -$394K | 0.09% | 322 |
|
2014
Q2 | $386K | Buy |
17,474
+8,740
| +100% | +$193K | 0.09% | 245 |
|
2014
Q1 | $358K | Sell |
8,734
-2,241
| -20% | -$91.9K | 0.11% | 223 |
|
2013
Q4 | $459K | Sell |
10,975
-24,829
| -69% | -$1.04M | 0.15% | 158 |
|
2013
Q3 | $1.46M | Sell |
35,804
-21,543
| -38% | -$878K | 0.5% | 35 |
|
2013
Q2 | $2.21M | Buy |
+57,347
| New | +$2.21M | 0.75% | 20 |
|