FMWA
Forvis Mazars 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 | $1.04M | Sell |
21,662
-336
| -2% | -$16.2K | 0.02% | 201 |
|
|
2025
Q1 | $961K | Sell |
21,998
-485
| -2% | -$21.2K | 0.02% | 209 |
|
|
2024
Q4 | $940K | Sell |
22,483
-582
| -3% | -$24.3K | 0.02% | 231 |
|
|
2024
Q3 | $1.06M | Sell |
23,065
-944
| -4% | -$43.3K | 0.02% | 222 |
|
|
2024
Q2 | $1.02M | Hold |
24,009
| – | – | 0.03% | 211 |
|
|
2024
Q1 | $986K | Buy |
24,009
+10,666
| +80% | +$438K | 0.03% | 215 |
|
|
2023
Q4 | $537K | Sell |
13,343
-611
| -4% | -$24.6K | 0.01% | 268 |
|
|
2023
Q3 | $530K | Hold |
13,954
| – | – | 0.02% | 266 |
|
|
2023
Q2 | $552K | Sell |
13,954
-101
| -0.7% | -$4K | 0.02% | 279 |
|
|
2023
Q1 | $555K | Sell |
14,055
-296
| -2% | -$11.7K | 0.02% | 256 |
|
|
2022
Q4 | $544K | Sell |
14,351
-762
| -5% | -$28.9K | 0.02% | 255 |
|
|
2022
Q3 | $527K | Sell |
15,113
-74
| -0.5% | -$2.58K | 0.02% | 250 |
|
|
2022
Q2 | $609K | Buy |
15,187
+644
| +4% | +$25.8K | 0.02% | 227 |
|
|
2022
Q1 | $657K | Sell |
14,543
-257
| -2% | -$11.6K | 0.03% | 169 |
|
|
2021
Q4 | $723K | Buy |
14,800
+491
| +3% | +$24K | 0.03% | 157 |
|
|
2021
Q3 | $721K | Sell |
14,309
-255
| -2% | -$12.8K | 0.03% | 149 |
|
|
2021
Q2 | $803K | Sell |
14,564
-525
| -3% | -$28.9K | 0.04% | 140 |
|
|
2021
Q1 | $805K | Buy |
15,089
+185
| +1% | +$9.87K | 0.04% | 144 |
|
|
2020
Q4 | $770K | Sell |
14,904
-493
| -3% | -$25.5K | 0.04% | 172 |
|
|
2020
Q3 | $679K | Hold |
15,397
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $616K | Buy |
15,397
+49
| +0.3% | +$1.96K | 0.04% | 170 |
|
|
2020
Q1 | $524K | Sell |
15,348
-2,000
| -12% | -$68.3K | 0.04% | 163 |
|
|
2019
Q4 | $778K | Sell |
17,348
-555
| -3% | -$24.9K | 0.06% | 139 |
|
|
2019
Q3 | $732K | Buy |
17,903
+808
| +5% | +$33K | 0.06% | 127 |
|
|
2019
Q2 | $734K | Sell |
17,095
-1,075
| -6% | -$46.2K | 0.06% | 126 |
|
|
2019
Q1 | $780K | Hold |
18,170
| – | – | 0.06% | 121 |
|
|
2018
Q4 | $710K | Buy |
18,170
+9
| +0% | +$352 | 0.07% | 109 |
|
|
2018
Q3 | $779K | Sell |
18,161
-1,690
| -9% | -$72.5K | 0.07% | 116 |
|
|
2018
Q2 | $860K | Sell |
19,851
-3,767
| -16% | -$163K | 0.08% | 109 |
|
|
2018
Q1 | $1.14M | Buy |
23,618
+6,532
| +38% | +$315K | 0.11% | 96 |
|
|
2017
Q4 | $805K | Sell |
17,086
-16
| -0.1% | -$754 | 0.08% | 109 |
|
|
2017
Q3 | $766K | Sell |
17,102
-500
| -3% | -$22.4K | 0.08% | 104 |
|
|
2017
Q2 | $729K | Buy |
17,602
+3
| +0% | +$124 | 0.08% | 108 |
|
|
2017
Q1 | $693K | Sell |
17,599
-1,080
| -6% | -$42.5K | 0.08% | 101 |
|
|
2016
Q4 | $654K | Sell |
18,679
-294
| -2% | -$10.3K | 0.09% | 102 |
|
|
2016
Q3 | $711K | Sell |
18,973
-2,344
| -11% | -$87.8K | 0.1% | 94 |
|
|
2016
Q2 | $732K | Sell |
21,317
-3,305
| -13% | -$113K | 0.11% | 88 |
|
|
2016
Q1 | $843K | Sell |
24,622
-14,422
| -37% | -$494K | 0.13% | 82 |
|
|
2015
Q4 | $1.26M | Sell |
39,044
-1,319
| -3% | -$42.5K | 0.19% | 63 |
|
|
2015
Q3 | $1.32M | Sell |
40,363
-9,629
| -19% | -$316K | 0.23% | 58 |
|
|
2015
Q2 | $1.98M | Sell |
49,992
-872
| -2% | -$34.6K | 0.3% | 46 |
|
|
2015
Q1 | $2.04M | Sell |
50,864
-2,018
| -4% | -$81K | 0.3% | 46 |
|
|
2014
Q4 | $2.08M | Sell |
52,882
-2,828
| -5% | -$111K | 0.34% | 45 |
|
|
2014
Q3 | $2.32M | Sell |
55,710
-444
| -0.8% | -$18.5K | 0.4% | 38 |
|
|
2014
Q2 | $2.43M | Sell |
56,154
-1,121
| -2% | -$48.5K | 0.41% | 39 |
|
|
2014
Q1 | $2.35M | Sell |
57,275
-3,127
| -5% | -$128K | 0.42% | 43 |
|
|
2013
Q4 | $2.53M | Sell |
60,402
-10,792
| -15% | -$451K | 0.47% | 41 |
|
|
2013
Q3 | $2.9M | Buy |
+71,194
| New | +$2.9M | 0.59% | 27 |
|