Iams Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	33,990 +9,283	+38%	+$277K	0.35%	84
2025 Q4	$676K	Sell	24,707 -2,336	-9%	-$62.9K	0.24%	111
2025 Q3	$733K	Sell	27,043 -1,999	-7%	-$51.9K	0.29%	92
2025 Q2	$713K	Buy	29,042 +42	+0.1%	+$976	0.33%	83
2025 Q1	$663K	Buy	29,000 +1,792	+7%	+$40.4K	0.3%	91
2024 Q4	$599K	Buy	27,208 +443	+2%	+$10.1K	0.27%	96
2024 Q3	$641K	Buy	26,765 +4,550	+20%	+$106K	0.31%	88
2024 Q2	$532K	Sell	22,215 -8,510	-28%	-$204K	0.29%	91
2024 Q1	$704K	Buy	30,725 +847	+3%	+$19.2K	0.43%	68
2023 Q4	$661K	Sell	29,878 -1,647	-5%	-$34.4K	0.43%	67
2023 Q3	$658K	Buy	+31,525	New	+$688K	0.46%	68
2023 Q2	–	Sell	-32,186	Closed	-$686K	–	163
2023 Q1	$685K	Buy	32,186 +831	+3%	+$17.9K	0.57%	58
2022 Q4	$659K	Buy	+31,355	New	+$628K	0.67%	47