IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Hold |
0
| – | – | – | 253 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 439 |
|
|
2021
Q2 | – | Sell |
-140,557
| Closed | -$7.5M | – | 187 |
|
|
2021
Q1 | $7.5M | Buy |
140,557
+110,711
| +371% | +$5.91M | 1.85% | 9 |
|
|
2020
Q4 | $1.54M | Buy |
+29,846
| New | +$1.54M | 0.4% | 80 |
|
|
2019
Q3 | – | Sell |
-76,783
| Closed | -$3.29M | – | 144 |
|
|
2019
Q2 | $3.29M | Sell |
76,783
-1,012
| -1% | -$43.4K | 0.95% | 36 |
|
|
2019
Q1 | $3.34M | Buy |
+77,795
| New | +$3.34M | 1.17% | 28 |
|