CWA
CM 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 | $687K | Sell |
14,241
-135
| -0.9% | -$6.51K | 0.2% | 43 |
|
|
2025
Q1 | $628K | Hold |
14,376
| – | – | 0.2% | 47 |
|
|
2024
Q4 | $601K | Sell |
14,376
-356
| -2% | -$14.9K | 0.2% | 48 |
|
|
2024
Q3 | $676K | Buy |
14,732
+885
| +6% | +$40.6K | 0.22% | 43 |
|
|
2024
Q2 | $590K | Sell |
13,847
-4,806
| -26% | -$205K | 0.28% | 35 |
|
|
2024
Q1 | $788K | Buy |
18,653
+2,369
| +15% | +$100K | 0.23% | 46 |
|
|
2023
Q4 | $655K | Sell |
16,284
-1,844
| -10% | -$74.1K | 0.28% | 30 |
|
|
2023
Q3 | $714K | Sell |
18,128
-5,259
| -22% | -$207K | 0.28% | 28 |
|
|
2023
Q2 | $981K | Buy |
+23,387
| New | +$981K | 0.32% | 32 |
|
|
2023
Q1 | – | Sell |
-20,721
| Closed | -$786K | – | 417 |
|
|
2022
Q4 | $786K | Hold |
20,721
| – | – | 0.4% | 23 |
|
|
2022
Q3 | $723M | Sell |
20,721
-535
| -3% | -$18.7M | 0.4% | 25 |
|
|
2022
Q2 | $852K | Buy |
+21,256
| New | +$852K | 0.52% | 23 |
|