KWM
Kingsview Wealth Management’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 | – | Sell |
-6,454
| Closed | -$282K | – | 1180 |
|
|
2025
Q1 | $282K | Sell |
6,454
-530
| -8% | -$23.2K | 0.01% | 917 |
|
|
2024
Q4 | $292K | Sell |
6,984
-3,108
| -31% | -$130K | 0.01% | 909 |
|
|
2024
Q3 | $463K | Buy |
10,092
+358
| +4% | +$16.4K | 0.01% | 747 |
|
|
2024
Q2 | $415K | Sell |
9,734
-2,815
| -22% | -$120K | 0.01% | 745 |
|
|
2024
Q1 | $516K | Sell |
12,549
-923
| -7% | -$37.9K | 0.01% | 659 |
|
|
2023
Q4 | $542K | Buy |
13,472
+90
| +0.7% | +$3.62K | 0.02% | 616 |
|
|
2023
Q3 | $508K | Buy |
13,382
+29
| +0.2% | +$1.1K | 0.02% | 616 |
|
|
2023
Q2 | $528K | Sell |
13,353
-88
| -0.7% | -$3.48K | 0.02% | 574 |
|
|
2023
Q1 | $530K | Buy |
13,441
+2,757
| +26% | +$109K | 0.02% | 560 |
|
|
2022
Q4 | $405K | Sell |
10,684
-6,753
| -39% | -$256K | 0.02% | 571 |
|
|
2022
Q3 | $608K | Sell |
17,437
-1,830
| -9% | -$63.8K | 0.03% | 453 |
|
|
2022
Q2 | $773K | Buy |
19,267
+1,880
| +11% | +$75.4K | 0.04% | 429 |
|
|
2022
Q1 | $785K | Sell |
17,387
-4,697
| -21% | -$212K | 0.03% | 466 |
|
|
2021
Q4 | $1.08M | Sell |
22,084
-2,289
| -9% | -$112K | 0.04% | 371 |
|
|
2021
Q3 | $1.23M | Sell |
24,373
-3,176
| -12% | -$160K | 0.06% | 318 |
|
|
2021
Q2 | $1.51M | Buy |
27,549
+373
| +1% | +$20.5K | 0.07% | 281 |
|
|
2021
Q1 | $1.46M | Buy |
27,176
+10,652
| +64% | +$574K | 0.08% | 251 |
|
|
2020
Q4 | $854K | Buy |
+16,524
| New | +$854K | 0.06% | 311 |
|
|
2020
Q3 | – | Sell |
-5,166
| Closed | -$207K | – | 616 |
|
|
2020
Q2 | $207K | Sell |
5,166
-1,975
| -28% | -$79.1K | 0.02% | 526 |
|
|
2020
Q1 | $244K | Sell |
7,141
-608
| -8% | -$20.8K | 0.03% | 399 |
|
|
2019
Q4 | $348K | Sell |
7,749
-126
| -2% | -$5.66K | 0.04% | 341 |
|
|
2019
Q3 | $322K | Sell |
7,875
-620
| -7% | -$25.4K | 0.05% | 321 |
|
|
2019
Q2 | $365K | Sell |
8,495
-1,375
| -14% | -$59.1K | 0.06% | 291 |
|
|
2019
Q1 | $424K | Buy |
9,870
+2,491
| +34% | +$107K | 0.06% | 293 |
|
|
2018
Q4 | $288K | Sell |
7,379
-1,622
| -18% | -$63.3K | 0.06% | 292 |
|
|
2018
Q3 | $386K | Sell |
9,001
-1,364
| -13% | -$58.5K | 0.08% | 255 |
|
|
2018
Q2 | $449K | Buy |
10,365
+8
| +0.1% | +$347 | 0.11% | 203 |
|
|
2018
Q1 | $500K | Sell |
10,357
-337
| -3% | -$16.3K | 0.12% | 199 |
|
|
2017
Q4 | $504K | Sell |
10,694
-191
| -2% | -$9K | 0.18% | 170 |
|
|
2017
Q3 | $488K | Buy |
10,885
+6,094
| +127% | +$273K | 0.21% | 141 |
|
|
2017
Q2 | $198K | Buy |
+4,791
| New | +$198K | 0.1% | 239 |
|