Carson Wealth (CWM LLC)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
38,489
-495
| -1% | -$23.9K | 0.01% | 981 |
|
|
2025
Q1 | $1.7M | Buy |
38,984
+1,880
| +5% | +$82.2K | 0.01% | 881 |
|
|
2024
Q4 | $1.55M | Sell |
37,104
-1,814
| -5% | -$75.9K | 0.01% | 884 |
|
|
2024
Q3 | $1.79M | Sell |
38,918
-206
| -0.5% | -$9.45K | 0.01% | 754 |
|
|
2024
Q2 | $1.67M | Sell |
39,124
-2,436
| -6% | -$104K | 0.01% | 692 |
|
|
2024
Q1 | $1.71M | Buy |
41,560
+14,043
| +51% | +$577K | 0.01% | 669 |
|
|
2023
Q4 | $1.11M | Buy |
27,517
+1,331
| +5% | +$53.5K | 0.01% | 763 |
|
|
2023
Q3 | $994K | Buy |
26,186
+2,912
| +13% | +$111K | 0.01% | 754 |
|
|
2023
Q2 | $921K | Buy |
23,274
+7,142
| +44% | +$283K | 0.01% | 742 |
|
|
2023
Q1 | $637K | Sell |
16,132
-9,557
| -37% | -$377K | ﹤0.01% | 813 |
|
|
2022
Q4 | $974K | Sell |
25,689
-347
| -1% | -$13.2K | 0.01% | 623 |
|
|
2022
Q3 | $908K | Sell |
26,036
-8,427
| -24% | -$294K | 0.01% | 584 |
|
|
2022
Q2 | $1.38M | Buy |
34,463
+10,691
| +45% | +$429K | 0.01% | 477 |
|
|
2022
Q1 | $1.07M | Sell |
23,772
-948
| -4% | -$42.8K | 0.01% | 541 |
|
|
2021
Q4 | $1.21M | Buy |
+24,720
| New | +$1.21M | 0.01% | 538 |
|
|
2021
Q2 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2020
Q4 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2020
Q3 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2020
Q2 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2020
Q1 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2019
Q4 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2019
Q3 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2019
Q2 | $1.36M | Hold |
24,659
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $1.36M | Sell |
24,659
-76
| -0.3% | -$4.19K | 0.01% | 514 |
|
|
2018
Q4 | $966K | Buy |
24,735
+8,761
| +55% | +$342K | 0.02% | 376 |
|
|
2018
Q3 | $686K | Sell |
15,974
-183,576
| -92% | -$7.88M | 0.02% | 346 |
|
|
2018
Q2 | $8.65M | Buy |
199,550
+9,133
| +5% | +$396K | 0.28% | 91 |
|
|
2018
Q1 | $9.19M | Sell |
190,417
-37,839
| -17% | -$1.83M | 0.37% | 67 |
|
|
2017
Q4 | $10.8M | Buy |
228,256
+176,693
| +343% | +$8.33M | 0.48% | 53 |
|
|
2017
Q3 | $2.31M | Sell |
51,563
-652
| -1% | -$29.2K | 0.11% | 136 |
|
|
2017
Q2 | $2.16M | Buy |
52,215
+47,500
| +1,007% | +$1.97M | 0.11% | 146 |
|
|
2017
Q1 | $186K | Buy |
4,715
+46
| +1% | +$1.82K | 0.01% | 296 |
|
|
2016
Q4 | $163K | Buy |
4,669
+338
| +8% | +$11.8K | 0.01% | 287 |
|
|
2016
Q3 | $162K | Sell |
4,331
-280
| -6% | -$10.5K | 0.01% | 281 |
|
|
2016
Q2 | $158K | Sell |
4,611
-184
| -4% | -$6.31K | 0.01% | 258 |
|
|
2016
Q1 | $164K | Buy |
4,795
+1,950
| +69% | +$66.7K | 0.01% | 241 |
|
|
2015
Q4 | $92K | Buy |
+2,845
| New | +$92K | 0.01% | 264 |
|