Forvis Mazars Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $1.15M | Sell | 
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| 
        
          
      
        2025
         Q2  | $1.04M | Sell | 
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| 
        
          
      
        2025
         Q1  | $961K | Sell | 
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| 
        
          
      
        2024
         Q4  | $940K | Sell | 
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| 
        
          
      
        2024
         Q3  | $1.06M | Sell | 
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| 
        
          
      
        2024
         Q2  | $1.02M | Hold | 
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| 
        
          
      
        2024
         Q1  | $986K | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $537K | Sell | 
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| 
        
          
      
        2023
         Q3  | $530K | Hold | 
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| 
        
          
      
        2023
         Q2  | $552K | Sell | 
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| 
        
          
      
        2023
         Q1  | $555K | Sell | 
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| 
        
          
      
        2022
         Q4  | $544K | Sell | 
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| 
        
          
      
        2022
         Q3  | $527K | Sell | 
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| 
        
          
      
        2022
         Q2  | $609K | Buy | 
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| 
        
          
      
        2022
         Q1  | $657K | Sell | 
         | 
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| 
        
          
      
        2021
         Q4  | $723K | Buy | 
         | 
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| 
        
          
      
        2021
         Q3  | $721K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $803K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $805K | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $770K | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $679K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $616K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $524K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $778K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $732K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $734K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $780K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $710K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $779K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $860K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $1.14M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $805K | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $766K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $729K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $693K | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $654K | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $711K | Sell | 
         | 
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| 
        
          
      
        2016
         Q2  | $732K | Sell | 
         | 
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| 
        
          
      
        2016
         Q1  | $843K | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $1.26M | Sell | 
         | 
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| 
        
          
      
        2015
         Q3  | $1.32M | Sell | 
         | 
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| 
        
          
      
        2015
         Q2  | $1.98M | Sell | 
         | 
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| 
        
          
      
        2015
         Q1  | $2.04M | Sell | 
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| 
        
          
      
        2014
         Q4  | $2.08M | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $2.31M | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $2.43M | Sell | 
         | 
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| 
        
          
      
        2014
         Q1  | $2.35M | Sell | 
         | 
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| 
        
          
      
        2013
         Q4  | $2.52M | Sell | 
         | 
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| 
        
          
      
        2013
         Q3  | $2.9M | Buy | 
         |