IWA
EMO

Icon Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Icon Wealth Advisors’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
14,130
+475
+3% +$22.8K 0.05% 218
2025
Q1 		$678K Buy
13,655
+2,171
+19% +$108K 0.06% 186
2024
Q4 		$534K Hold
11,484
– – 0.04% 207
2024
Q3 		$485K Buy
+11,484
New +$485K 0.04% 212