JWA
JFS 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 | $1.53M | Buy |
31,697
+148
| +0.5% | +$7.14K | 0.1% | 119 |
|
|
2025
Q1 | $1.38M | Sell |
31,549
-392
| -1% | -$17.1K | 0.09% | 122 |
|
|
2024
Q4 | $1.34M | Sell |
31,941
-2,658
| -8% | -$111K | 0.09% | 120 |
|
|
2024
Q3 | $1.59M | Sell |
34,599
-741
| -2% | -$34K | 0.11% | 111 |
|
|
2024
Q2 | $1.51M | Buy |
35,340
+147
| +0.4% | +$6.26K | 0.12% | 95 |
|
|
2024
Q1 | $1.45M | Sell |
35,193
-260
| -0.7% | -$10.7K | 0.11% | 94 |
|
|
2023
Q4 | $1.43M | Sell |
35,453
-1,030
| -3% | -$41.4K | 0.12% | 91 |
|
|
2023
Q3 | $1.38M | Buy |
36,483
+59
| +0.2% | +$2.24K | 0.13% | 93 |
|
|
2023
Q2 | $1.44M | Buy |
36,424
+26
| +0.1% | +$1.03K | 0.13% | 96 |
|
|
2023
Q1 | $1.44M | Buy |
36,398
+797
| +2% | +$31.5K | 0.14% | 94 |
|
|
2022
Q4 | $1.35M | Sell |
35,601
-8,243
| -19% | -$312K | 0.13% | 95 |
|
|
2022
Q3 | $1.53M | Buy |
43,844
+1,925
| +5% | +$67.1K | 0.17% | 90 |
|
|
2022
Q2 | $1.68M | Buy |
41,919
+1,198
| +3% | +$48K | 0.18% | 79 |
|
|
2022
Q1 | $1.84M | Buy |
40,721
+1,458
| +4% | +$65.8K | 0.17% | 88 |
|
|
2021
Q4 | $1.92M | Sell |
39,263
-174
| -0.4% | -$8.5K | 0.18% | 88 |
|
|
2021
Q3 | $1.99M | Buy |
39,437
+12,698
| +47% | +$640K | 0.2% | 82 |
|
|
2021
Q2 | $1.48M | Sell |
26,739
-99
| -0.4% | -$5.46K | 0.22% | 72 |
|
|
2021
Q1 | $1.43M | Sell |
26,838
-746
| -3% | -$39.8K | 0.29% | 65 |
|
|
2020
Q4 | $1.43M | Buy |
27,584
+4,084
| +17% | +$211K | 0.3% | 67 |
|
|
2020
Q3 | $1.04M | Sell |
23,500
-29
| -0.1% | -$1.28K | 0.25% | 72 |
|
|
2020
Q2 | $941K | Buy |
23,529
+10,780
| +85% | +$431K | 0.24% | 72 |
|
|
2020
Q1 | $435K | Buy |
12,749
+2,090
| +20% | +$71.3K | 0.13% | 90 |
|
|
2019
Q4 | $478K | Buy |
10,659
+391
| +4% | +$17.5K | 0.12% | 95 |
|
|
2019
Q3 | $420K | Buy |
10,268
+264
| +3% | +$10.8K | 0.11% | 100 |
|
|
2019
Q2 | $429K | Buy |
10,004
+902
| +10% | +$38.7K | 0.11% | 99 |
|
|
2019
Q1 | $391K | Buy |
9,102
+121
| +1% | +$5.2K | 0.1% | 104 |
|
|
2018
Q4 | $351K | Buy |
8,981
+3,731
| +71% | +$146K | 0.09% | 108 |
|
|
2018
Q3 | $225K | Buy |
5,250
+324
| +7% | +$13.9K | 0.06% | 136 |
|
|
2018
Q2 | $213K | Sell |
4,926
-180
| -4% | -$7.78K | 0.06% | 137 |
|
|
2018
Q1 | $247K | Buy |
5,106
+1,312
| +35% | +$63.5K | 0.07% | 126 |
|
|
2017
Q4 | $179K | Sell |
3,794
-39
| -1% | -$1.84K | 0.04% | 147 |
|
|
2017
Q3 | $172K | Hold |
3,833
| – | – | 0.04% | 141 |
|
|
2017
Q2 | $159K | Buy |
3,833
+601
| +19% | +$24.9K | 0.04% | 139 |
|
|
2017
Q1 | $113K | Hold |
3,232
| – | – | 0.03% | 165 |
|
|
2016
Q4 | $113K | Sell |
3,232
-621
| -16% | -$21.7K | 0.03% | 165 |
|
|
2016
Q3 | $144K | Sell |
3,853
-5,125
| -57% | -$192K | 0.04% | 153 |
|
|
2016
Q2 | $308K | Sell |
8,978
-1,531
| -15% | -$52.5K | 0.09% | 125 |
|
|
2016
Q1 | $360K | Sell |
10,509
-2,868
| -21% | -$98.2K | 0.11% | 95 |
|
|
2015
Q4 | $431K | Buy |
13,377
+3,008
| +29% | +$96.9K | 0.12% | 91 |
|
|
2015
Q3 | $340K | Buy |
10,369
+414
| +4% | +$13.6K | 0.15% | 76 |
|
|
2015
Q2 | $394K | Sell |
9,955
-628
| -6% | -$24.9K | 0.2% | 60 |
|
|
2015
Q1 | $425K | Sell |
10,583
-482
| -4% | -$19.4K | 0.2% | 58 |
|
|
2014
Q4 | $435K | Sell |
11,065
-4,406
| -28% | -$173K | 0.07% | 59 |
|
|
2014
Q3 | $643K | Sell |
15,471
-1,921
| -11% | -$79.8K | 0.11% | 40 |
|
|
2014
Q2 | $752K | Sell |
17,392
-8,660
| -33% | -$374K | 0.14% | 38 |
|
|
2014
Q1 | $1.07M | Sell |
26,052
-5,803
| -18% | -$238K | 0.59% | 34 |
|
|
2013
Q4 | $1.33M | Buy |
31,855
+5,710
| +22% | +$239K | 0.58% | 38 |
|
|
2013
Q3 | $1.07M | Buy |
26,145
+223
| +0.9% | +$9.09K | 0.5% | 41 |
|
|
2013
Q2 | $998K | Buy |
+25,922
| New | +$998K | 0.5% | 43 |
|