CWM

Cedar Wealth Management’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	$790K	Hold	16,379	–	–	0.27%	35
2025 Q1	$716K	Hold	16,379	–	–	0.25%	34
2024 Q4	$685K	Sell	16,379 -712	-4%	-$29.8K	0.25%	36
2024 Q3	$784K	Sell	17,091 -3,450	-17%	-$158K	0.24%	50
2024 Q2	$875K	Buy	20,541 +124	+0.6%	+$5.28K	0.28%	50
2024 Q1	$839K	Hold	20,417	–	–	0.28%	46
2023 Q4	$821K	Hold	20,417	–	–	0.3%	45
2023 Q3	$775K	Hold	20,417	–	–	0.31%	46
2023 Q2	$808K	Hold	20,417	–	–	0.31%	42
2023 Q1	$806K	Hold	20,417	–	–	0.33%	41
2022 Q4	$774K	Hold	20,417	–	–	0.38%	38
2022 Q3	$712K	Hold	20,417	–	–	0.35%	47
2022 Q2	$819K	Hold	20,417	–	–	0.37%	44
2022 Q1	$922K	Buy	20,417 +3,336	+20%	+$151K	0.37%	45
2021 Q4	$834K	Buy	17,081 +400	+2%	+$19.5K	0.34%	59
2021 Q3	$840K	Buy	16,681 +800	+5%	+$40.3K	0.37%	50
2021 Q2	$876K	Buy	15,881 +1,175	+8%	+$64.8K	0.39%	50
2021 Q1	$784K	Buy	14,706 +1,891	+15%	+$101K	0.39%	50
2020 Q4	$662K	Buy	12,815 +800	+7%	+$41.3K	0.36%	50
2020 Q3	$530K	Buy	12,015 +60	+0.5%	+$2.65K	0.33%	50
2020 Q2	$478K	Hold	11,955	–	–	0.32%	50
2020 Q1	$408K	Buy	11,955 +2,860	+31%	+$97.6K	0.28%	49
2019 Q4	$408K	Buy	9,095 +50	+0.6%	+$2.24K	0.24%	48
2019 Q3	$370K	Hold	9,045	–	–	0.25%	41
2019 Q2	$388K	Hold	9,045	–	–	0.25%	33
2019 Q1	$388K	Hold	9,045	–	–	0.24%	33
2018 Q4	$353K	Hold	9,045	–	–	0.25%	35
2018 Q3	$388K	Buy	9,045 +7,145	+376%	+$306K	0.2%	37
2018 Q2	$82K	Hold	1,900	–	–	0.05%	70
2018 Q1	$92K	Buy	1,900 +1,350	+245%	+$65.4K	0.06%	81
2017 Q4	$26K	Buy	+550	New	+$26K	0.02%	94