CWA
Clarus Wealth 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
Q2 | $1.9M | Buy |
39,235
+557
| +1% | +$26.9K | 0.88% | 29 |
|
|
2025
Q1 | $1.59M | Buy |
38,678
+1,226
| +3% | +$50.5K | 0.85% | 31 |
|
|
2024
Q4 | $1.53M | Buy |
37,452
+3,918
| +12% | +$160K | 0.76% | 38 |
|
|
2024
Q3 | $1.59M | Buy |
33,534
+232
| +0.7% | +$11K | 0.81% | 38 |
|
|
2024
Q2 | $1.47M | Buy |
33,302
+1,289
| +4% | +$56.8K | 0.78% | 38 |
|
|
2024
Q1 | $1.32M | Buy |
32,013
+523
| +2% | +$21.6K | 0.75% | 37 |
|
|
2023
Q4 | $1.2M | Buy |
+31,490
| New | +$1.2M | 0.71% | 38 |
|
|
2023
Q2 | $1.1M | Buy |
27,941
+2,688
| +11% | +$106K | 0.67% | 38 |
|
|
2023
Q1 | $995K | Buy |
25,253
+513
| +2% | +$20.2K | 0.63% | 39 |
|
|
2022
Q4 | $1.01M | Buy |
24,740
+7,844
| +46% | +$319K | 0.66% | 36 |
|
|
2022
Q3 | $594K | Sell |
16,896
-27
| -0.2% | -$949 | 0.42% | 44 |
|
|
2022
Q2 | $660K | Buy |
+16,923
| New | +$660K | 0.46% | 40 |
|
|
2019
Q2 | – | Sell |
-1,550
| Closed | -$67K | – | 608 |
|
|
2019
Q1 | $67K | Buy |
1,550
+100
| +7% | +$4.32K | 0.05% | 253 |
|
|
2018
Q4 | $57K | Buy |
1,450
+260
| +22% | +$10.2K | 0.09% | 240 |
|
|
2018
Q3 | $51K | Buy |
1,190
+100
| +9% | +$4.29K | 0.03% | 293 |
|
|
2018
Q2 | $53K | Buy |
+1,090
| New | +$53K | 0.04% | 275 |
|