CWA
Cornerstone 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 | $329K | Hold |
6,820
| – | – | 0.09% | 40 |
|
|
2025
Q1 | $298K | Sell |
6,820
-162
| -2% | -$7.08K | 0.08% | 40 |
|
|
2024
Q4 | $292K | Hold |
6,982
| – | – | 0.08% | 43 |
|
|
2024
Q3 | $320K | Sell |
6,982
-25
| -0.4% | -$1.15K | 0.09% | 38 |
|
|
2024
Q2 | $298K | Sell |
7,007
-854
| -11% | -$36.4K | 0.09% | 39 |
|
|
2024
Q1 | $323K | Buy |
7,861
+100
| +1% | +$4.11K | 0.1% | 36 |
|
|
2023
Q4 | $312K | Buy |
7,761
+175
| +2% | +$7.04K | 0.1% | 34 |
|
|
2023
Q3 | $288K | Sell |
7,586
-70
| -0.9% | -$2.66K | 0.1% | 36 |
|
|
2023
Q2 | $303K | Buy |
7,656
+205
| +3% | +$8.11K | 0.1% | 35 |
|
|
2023
Q1 | $294K | Buy |
7,451
+49
| +0.7% | +$1.93K | 0.11% | 35 |
|
|
2022
Q4 | $281K | Sell |
7,402
-3,000
| -29% | -$114K | 0.11% | 37 |
|
|
2022
Q3 | $363K | Sell |
10,402
-1,216
| -10% | -$42.4K | 0.14% | 31 |
|
|
2022
Q2 | $466K | Buy |
11,618
+1,657
| +17% | +$66.5K | 0.18% | 32 |
|
|
2022
Q1 | $450K | Sell |
9,961
-377
| -4% | -$17K | 0.16% | 30 |
|
|
2021
Q4 | $505K | Sell |
10,338
-50
| -0.5% | -$2.44K | 0.17% | 28 |
|
|
2021
Q3 | $523K | Sell |
10,388
-425
| -4% | -$21.4K | 0.18% | 28 |
|
|
2021
Q2 | $593K | Hold |
10,813
| – | – | 0.21% | 26 |
|
|
2021
Q1 | $577K | Buy |
+10,813
| New | +$577K | 0.22% | 27 |
|