EWM
Evermay 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 | $51.5K | Hold |
1,067
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $46.6K | Sell |
1,067
-102
| -9% | -$4.46K | 0.01% | 325 |
|
|
2024
Q4 | $48.9K | Hold |
1,169
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $53.6K | Buy |
1,169
+74
| +7% | +$3.39K | 0.01% | 333 |
|
|
2024
Q2 | $46.6K | Buy |
1,095
+27
| +3% | +$1.15K | 0.01% | 352 |
|
|
2024
Q1 | $43.9K | Buy |
1,068
+1
| +0.1% | +$41 | 0.01% | 363 |
|
|
2023
Q4 | $42.9K | Hold |
1,067
| – | – | 0.01% | 341 |
|
|
2023
Q3 | $40.5K | Hold |
1,067
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $42.2K | Hold |
1,067
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $42.1K | Hold |
1,067
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $40.4K | Sell |
1,067
-180
| -14% | -$6.82K | 0.01% | 313 |
|
|
2022
Q3 | $43K | Sell |
1,247
-40
| -3% | -$1.38K | 0.01% | 295 |
|
|
2022
Q2 | $52K | Buy |
1,287
+20
| +2% | +$808 | 0.01% | 274 |
|
|
2022
Q1 | $57K | Buy |
1,267
+200
| +19% | +$9K | 0.01% | 291 |
|
|
2021
Q4 | $52K | Hold |
1,067
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $54K | Hold |
1,067
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $59K | Buy |
+1,067
| New | +$59K | 0.01% | 268 |
|
|
2014
Q1 | – | Sell |
-6,224
| Closed | -$260K | – | 67 |
|
|
2013
Q4 | $260K | Buy |
+6,224
| New | +$260K | 0.36% | 41 |
|