CM Wealth Advisors’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
Q2 | $687K | Sell |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $786K | Hold |
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|
2022
Q3 | $723M | Sell |
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|
2022
Q2 | $852K | Buy |
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