Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
|
|||||
|
2025
Q2 | $1.86M | Sell |
|
|||||
|
2025
Q1 | $1.7M | Buy |
|
|||||
|
2024
Q4 | $1.55M | Sell |
|
|||||
|
2024
Q3 | $1.78M | Sell |
|
|||||
|
2024
Q2 | $1.67M | Sell |
|
|||||
|
2024
Q1 | $1.71M | Buy |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $994K | Buy |
|
|||||
|
2023
Q2 | $921K | Buy |
|
|||||
|
2023
Q1 | $637K | Sell |
|
|||||
|
2022
Q4 | $974K | Sell |
|
|||||
|
2022
Q3 | $908K | Sell |
|
|||||
|
2022
Q2 | $1.38M | Buy |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q2 | $1.36M | Hold |
|
|||||
|
2021
Q1 | $1.36M | Hold |
|
|||||
|
2020
Q4 | $1.36M | Hold |
|
|||||
|
2020
Q3 | $1.36M | Hold |
|
|||||
|
2020
Q2 | $1.36M | Hold |
|
|||||
|
2020
Q1 | $1.36M | Hold |
|
|||||
|
2019
Q4 | $1.36M | Hold |
|
|||||
|
2019
Q3 | $1.36M | Hold |
|
|||||
|
2019
Q2 | $1.36M | Hold |
|
|||||
|
2019
Q1 | $1.36M | Sell |
|
|||||
|
2018
Q4 | $966K | Buy |
|
|||||
|
2018
Q3 | $686K | Sell |
|
|||||
|
2018
Q2 | $8.65M | Buy |
|
|||||
|
2018
Q1 | $9.19M | Sell |
|
|||||
|
2017
Q4 | $10.8M | Buy |
|
|||||
|
2017
Q3 | $2.31M | Sell |
|
|||||
|
2017
Q2 | $2.16M | Buy |
|
|||||
|
2017
Q1 | $186K | Buy |
|
|||||
|
2016
Q4 | $163K | Buy |
|
|||||
|
2016
Q3 | $162K | Sell |
|
|||||
|
2016
Q2 | $158K | Sell |
|
|||||
|
2016
Q1 | $164K | Buy |
|
|||||
|
2015
Q4 | $92K | Buy |
|