BWA
Burt Wealth Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
11,143
+463
| +4% | +$38.2K | 0.21% | 47 |
|
|
2025
Q1 | $791K | Buy |
10,680
+2
| +0% | +$148 | 0.2% | 47 |
|
|
2024
Q4 | $765K | Buy |
10,678
+92
| +0.9% | +$6.59K | 0.19% | 48 |
|
|
2024
Q3 | $829K | Sell |
10,586
-977
| -8% | -$76.5K | 0.2% | 45 |
|
|
2024
Q2 | $838K | Sell |
11,563
-394
| -3% | -$28.6K | 0.22% | 43 |
|
|
2024
Q1 | $814K | Sell |
11,957
-2,003
| -14% | -$136K | 0.21% | 48 |
|
|
2023
Q4 | $923K | Sell |
13,960
-857
| -6% | -$56.7K | 0.26% | 40 |
|
|
2023
Q3 | $933K | Hold |
14,817
| – | – | 0.29% | 34 |
|
|
2023
Q2 | $974K | Buy |
14,817
+1
| +0% | +$66 | 0.29% | 33 |
|
|
2023
Q1 | $985K | Buy |
14,816
+11
| +0.1% | +$731 | 0.31% | 30 |
|
|
2022
Q4 | $937K | Buy |
14,805
+5,680
| +62% | +$360K | 0.31% | 31 |
|
|
2022
Q3 | $524K | Sell |
9,125
-751
| -8% | -$43.1K | 0.21% | 41 |
|
|
2022
Q2 | $673K | Sell |
9,876
-51,135
| -84% | -$3.48M | 0.23% | 34 |
|
|
2022
Q1 | $4.51M | Buy |
61,011
+20,152
| +49% | +$1.49M | 1.35% | 15 |
|
|
2021
Q4 | $3.35M | Buy |
+40,859
| New | +$3.35M | 1.1% | 14 |
|