LGWM
Litman Gregory 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 | $1.22M | Hold |
25,328
| – | – | 0.1% | 71 |
|
|
2025
Q1 | $1.11M | Sell |
25,328
-3,823
| -13% | -$167K | 0.09% | 74 |
|
|
2024
Q4 | $1.22M | Sell |
29,151
-4,627
| -14% | -$194K | 0.11% | 63 |
|
|
2024
Q3 | $1.55M | Sell |
33,778
-1,380
| -4% | -$63.3K | 0.13% | 59 |
|
|
2024
Q2 | $1.5M | Sell |
35,158
-17,713
| -34% | -$754K | 0.13% | 61 |
|
|
2024
Q1 | $2.17M | Sell |
52,871
-1,266
| -2% | -$52K | 0.2% | 54 |
|
|
2023
Q4 | $2.18M | Buy |
54,137
+7,765
| +17% | +$312K | 0.21% | 53 |
|
|
2023
Q3 | $1.76M | Buy |
46,372
+1,580
| +4% | +$60K | 0.18% | 57 |
|
|
2023
Q2 | $1.77M | Buy |
+44,792
| New | +$1.77M | 0.22% | 35 |
|
|
2023
Q1 | – | Sell |
-46,242
| Closed | -$1.75M | – | 50 |
|
|
2022
Q4 | $1.75M | Sell |
46,242
-13,070
| -22% | -$495K | 0.24% | 33 |
|
|
2022
Q3 | $2.07M | Sell |
59,312
-19,089
| -24% | -$666K | 0.33% | 29 |
|
|
2022
Q2 | $3.14M | Sell |
78,401
-7,600
| -9% | -$305K | 0.46% | 33 |
|
|
2022
Q1 | $3.88M | Sell |
86,001
-2,400
| -3% | -$108K | 0.57% | 28 |
|
|
2021
Q4 | $4.32M | Buy |
88,401
+34,987
| +66% | +$1.71M | 0.73% | 23 |
|
|
2021
Q3 | $2.69M | Buy |
53,414
+51,452
| +2,622% | +$2.59M | 0.51% | 29 |
|
|
2021
Q2 | $1.96K | Sell |
1,962
-34,203
| -95% | -$34.2K | 0.37% | 31 |
|
|
2021
Q1 | $1.93M | Sell |
36,165
-308
| -0.8% | -$16.4K | 0.38% | 30 |
|
|
2020
Q4 | $1.89M | Hold |
36,473
| – | – | 0.35% | 33 |
|
|
2020
Q3 | $1.61M | Buy |
36,473
+3,492
| +11% | +$154K | 0.33% | 33 |
|
|
2020
Q2 | $1.32M | Buy |
32,981
+19,409
| +143% | +$776K | 0.29% | 33 |
|
|
2020
Q1 | $463K | Buy |
13,572
+392
| +3% | +$13.4K | 0.12% | 42 |
|
|
2019
Q4 | $591K | Sell |
13,180
-3,544
| -21% | -$159K | 0.13% | 38 |
|
|
2019
Q3 | $684K | Sell |
16,724
-1,116
| -6% | -$45.6K | 0.17% | 36 |
|
|
2019
Q2 | $766K | Hold |
17,840
| – | – | 0.2% | 35 |
|
|
2019
Q1 | $766K | Buy |
17,840
+273
| +2% | +$11.7K | 0.21% | 34 |
|
|
2018
Q4 | $686K | Buy |
17,567
+13,415
| +323% | +$524K | 0.21% | 35 |
|
|
2018
Q3 | $178K | Sell |
4,152
-3,349
| -45% | -$144K | 0.06% | 40 |
|
|
2018
Q2 | $343K | Buy |
7,501
+3,788
| +102% | +$173K | 0.14% | 32 |
|
|
2018
Q1 | $179K | Hold |
3,713
| – | – | 0.07% | 35 |
|
|
2017
Q4 | $175 | Hold |
3,713
| – | – | 0.05% | 32 |
|
|
2017
Q3 | $166K | Buy |
3,713
+1,285
| +53% | +$57.5K | 0.08% | 33 |
|
|
2017
Q2 | $100K | Hold |
2,428
| – | – | 0.06% | 28 |
|
|
2017
Q1 | $96K | Hold |
2,428
| – | – | 0.06% | 30 |
|
|
2016
Q4 | $85K | Buy |
+2,428
| New | +$85K | 0.06% | 30 |
|
|
2016
Q2 | – | Sell |
-49,327
| Closed | -$1.69M | – | 34 |
|
|
2016
Q1 | $1.69M | Sell |
49,327
-19,157
| -28% | -$656K | 1.34% | 12 |
|
|
2015
Q4 | $2.21M | Buy |
+68,484
| New | +$2.21M | 1.59% | 13 |
|
|
2014
Q2 | – | Sell |
-2,191
| Closed | -$90K | – | 21 |
|
|
2014
Q1 | $90K | Hold |
2,191
| – | – | 0.11% | 14 |
|
|
2013
Q4 | $92K | Buy |
+2,191
| New | +$92K | 0.11% | 14 |
|
|
2013
Q3 | – | Sell |
-109,291
| Closed | -$4.21M | – | 13 |
|
|
2013
Q2 | $4.21M | Buy |
+109,291
| New | +$4.21M | 4.69% | 7 |
|