LWM
Lakeridge 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 | $680K | Buy |
14,097
+415
| +3% | +$20K | 0.31% | 60 |
|
|
2025
Q1 | $598K | Sell |
13,682
-604
| -4% | -$26.4K | 0.3% | 65 |
|
|
2024
Q4 | $597K | Buy |
14,286
+434
| +3% | +$18.1K | 0.31% | 68 |
|
|
2024
Q3 | $635K | Buy |
13,852
+902
| +7% | +$41.4K | 0.35% | 55 |
|
|
2024
Q2 | $552K | Buy |
12,950
+1,291
| +11% | +$55K | 0.33% | 61 |
|
|
2024
Q1 | $479K | Sell |
11,659
-288
| -2% | -$11.8K | 0.31% | 65 |
|
|
2023
Q4 | $480K | Buy |
+11,947
| New | +$480K | 0.35% | 60 |
|