CPWM
Cypress Point Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
34,479
+16
| +0% | +$1.04K | 0.54% | 26 |
|
|
2025
Q1 | $1.92M | Sell |
34,463
-4,923
| -12% | -$274K | 0.61% | 29 |
|
|
2024
Q4 | $2.29M | Sell |
39,386
-15
| -0% | -$872 | 0.71% | 27 |
|
|
2024
Q3 | $2.51M | Sell |
39,401
-860
| -2% | -$54.9K | 0.99% | 25 |
|
|
2024
Q2 | $2.46M | Sell |
40,261
-153
| -0.4% | -$9.35K | 1.17% | 22 |
|
|
2024
Q1 | $2.38M | Sell |
40,414
-1,980
| -5% | -$117K | 1.22% | 22 |
|
|
2023
Q4 | $2.45M | Buy |
42,394
+1,769
| +4% | +$102K | 1.82% | 18 |
|
|
2023
Q3 | $2.22M | Buy |
40,625
+825
| +2% | +$45K | 1.95% | 14 |
|
|
2023
Q2 | $2.13M | Buy |
39,800
+26
| +0.1% | +$1.39K | 2.27% | 11 |
|
|
2023
Q1 | $2M | Buy |
39,774
+1,840
| +5% | +$92.7K | 2.83% | 10 |
|
|
2022
Q4 | $1.83M | Buy |
37,934
+16,784
| +79% | +$810K | 2.87% | 11 |
|
|
2022
Q3 | $959K | Buy |
+21,150
| New | +$959K | 1.78% | 16 |
|