EWM
EPG 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 | $104K | Sell |
2,153
-466
| -18% | -$22.5K | 0.03% | 201 |
|
|
2025
Q1 | $114K | Hold |
2,619
| – | – | 0.03% | 248 |
|
|
2024
Q4 | $110K | Buy |
2,619
+14
| +0.5% | +$585 | 0.03% | 258 |
|
|
2024
Q3 | $119K | Buy |
+2,605
| New | +$119K | 0.03% | 257 |
|
|
2024
Q2 | – | Sell |
-3,782
| Closed | -$155K | – | 254 |
|
|
2024
Q1 | $155K | Buy |
3,782
+160
| +4% | +$6.57K | 0.04% | 263 |
|
|
2023
Q4 | $142K | Sell |
3,622
-359
| -9% | -$14.1K | 0.04% | 256 |
|
|
2023
Q3 | $151K | Sell |
3,981
-1,238
| -24% | -$47K | 0.05% | 247 |
|
|
2023
Q2 | $206K | Buy |
5,219
+26
| +0.5% | +$1.03K | 0.06% | 228 |
|
|
2023
Q1 | $205K | Hold |
5,193
| – | – | 0.06% | 231 |
|
|
2022
Q4 | $197K | Buy |
5,193
+1,340
| +35% | +$50.8K | 0.07% | 211 |
|
|
2022
Q3 | $134K | Buy |
+3,853
| New | +$134K | 0.06% | 219 |
|
|
2022
Q2 | – | Sell |
-6,354
| Closed | -$287K | – | 247 |
|
|
2022
Q1 | $287K | Buy |
6,354
+909
| +17% | +$41.1K | 0.1% | 180 |
|
|
2021
Q4 | $266K | Buy |
5,445
+3,458
| +174% | +$169K | 0.09% | 190 |
|
|
2021
Q3 | $100K | Buy |
+1,987
| New | +$100K | 0.04% | 239 |
|
|
2020
Q2 | – | Sell |
-2,409
| Closed | -$83K | – | 306 |
|
|
2020
Q1 | $83K | Buy |
2,409
+1,135
| +89% | +$39.1K | 0.06% | 203 |
|
|
2019
Q4 | $57K | Buy |
+1,274
| New | +$57K | 0.04% | 219 |
|