EWM
Endowment Wealth Management’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 | $1.79M | Buy |
37,084
+7,352
| +25% | +$355K | 0.92% | 29 |
|
|
2025
Q1 | $1.3M | Buy |
29,732
+5,332
| +22% | +$233K | 0.84% | 36 |
|
|
2024
Q4 | $1.02M | Buy |
24,400
+4,424
| +22% | +$185K | 0.69% | 39 |
|
|
2024
Q3 | $916K | Buy |
19,976
+3,193
| +19% | +$146K | 0.6% | 46 |
|
|
2024
Q2 | $715K | Buy |
16,783
+2,772
| +20% | +$118K | 0.52% | 50 |
|
|
2024
Q1 | $576K | Buy |
14,011
+2,741
| +24% | +$113K | 0.43% | 56 |
|
|
2023
Q4 | $453K | Buy |
11,270
+727
| +7% | +$29.2K | 0.38% | 61 |
|
|
2023
Q3 | $400K | Buy |
10,543
+860
| +9% | +$32.6K | 0.36% | 71 |
|
|
2023
Q2 | $383K | Buy |
+9,683
| New | +$383K | 0.35% | 74 |
|
|
2022
Q1 | – | Sell |
-6,732
| Closed | -$329K | – | 125 |
|
|
2021
Q4 | $329K | Buy |
+6,732
| New | +$329K | 0.33% | 64 |
|