NWM
Northwest 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 | $1.24M | Hold |
25,644
| – | – | 0.22% | 62 |
|
|
2025
Q1 | $1.12M | Hold |
25,644
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $1.07M | Hold |
25,644
| – | – | 0.23% | 67 |
|
|
2024
Q3 | $1.18M | Sell |
25,644
-24
| -0.1% | -$1.1K | 0.27% | 64 |
|
|
2024
Q2 | $1.09M | Hold |
25,668
| – | – | 0.28% | 66 |
|
|
2024
Q1 | $1.05M | Sell |
25,668
-3,806
| -13% | -$156K | 0.29% | 67 |
|
|
2023
Q4 | $1.19M | Sell |
29,474
-372
| -1% | -$15K | 0.36% | 61 |
|
|
2023
Q3 | $1.13M | Hold |
29,846
| – | – | 0.41% | 60 |
|
|
2023
Q2 | $1.18M | Buy |
29,846
+323
| +1% | +$12.8K | 0.43% | 60 |
|
|
2023
Q1 | $1.16M | Sell |
29,523
-128
| -0.4% | -$5.05K | 0.44% | 58 |
|
|
2022
Q4 | $1.12M | Sell |
29,651
-8,400
| -22% | -$318K | 0.48% | 55 |
|
|
2022
Q3 | $1.33M | Hold |
38,051
| – | – | 0.59% | 50 |
|
|
2022
Q2 | $1.53M | Buy |
38,051
+12,809
| +51% | +$514K | 0.66% | 43 |
|
|
2022
Q1 | $1.14M | Buy |
25,242
+607
| +2% | +$27.4K | 0.56% | 46 |
|
|
2021
Q4 | $1.2M | Buy |
24,635
+100
| +0.4% | +$4.88K | 0.56% | 46 |
|
|
2021
Q3 | $1.24M | Hold |
24,535
| – | – | 0.61% | 44 |
|
|
2021
Q2 | $1.35M | Hold |
24,535
| – | – | 0.72% | 37 |
|
|
2021
Q1 | $1.31M | Sell |
24,535
-800
| -3% | -$42.7K | 0.82% | 36 |
|
|
2020
Q4 | $1.31M | Sell |
25,335
-1,350
| -5% | -$69.8K | 0.9% | 32 |
|
|
2020
Q3 | $1.18M | Hold |
26,685
| – | – | 0.98% | 29 |
|
|
2020
Q2 | $1.07M | Hold |
26,685
| – | – | 0.93% | 30 |
|
|
2020
Q1 | $911K | Buy |
+26,685
| New | +$911K | 0.92% | 33 |
|