BA
Bellwether 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
Q1 | – | Sell |
-1,908
| Closed | -$79.8K | – | 517 |
|
2024
Q4 | $79.8K | Buy |
+1,908
| New | +$79.8K | 0.01% | 195 |
|
2023
Q2 | – | Sell |
-1,896
| Closed | -$74.8K | – | 202 |
|
2023
Q1 | $74.8K | Sell |
1,896
-1,387
| -42% | -$54.8K | 0.02% | 164 |
|
2022
Q4 | $124K | Buy |
3,283
+1,698
| +107% | +$64.4K | 0.04% | 144 |
|
2022
Q3 | $55K | Buy |
1,585
+89
| +6% | +$3.09K | 0.02% | 153 |
|
2022
Q2 | $60K | Buy |
1,496
+30
| +2% | +$1.2K | 0.02% | 158 |
|
2022
Q1 | $66K | Buy |
1,466
+13
| +0.9% | +$585 | 0.02% | 181 |
|
2021
Q4 | $71K | Hold |
1,453
| – | – | 0.02% | 175 |
|
2021
Q3 | $72K | Sell |
1,453
-127
| -8% | -$6.29K | 0.02% | 185 |
|
2021
Q2 | $87K | Buy |
1,580
+141
| +10% | +$7.76K | 0.03% | 157 |
|
2021
Q1 | $76K | Buy |
1,439
+239
| +20% | +$12.6K | 0.03% | 147 |
|
2020
Q4 | $62K | Buy |
+1,200
| New | +$62K | 0.03% | 153 |
|