Private Wealth Advisors (California)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Hold	8,421	–	–	0.13%	80
2025 Q4	$461K	Sell	8,421 -870	-9%	-$47.3K	0.15%	75
2025 Q3	$496K	Hold	9,291	–	–	0.17%	70
2025 Q2	$448K	Buy	9,291 +68	+0.7%	+$3.06K	0.16%	67
2025 Q1	$403K	Sell	9,223 -361	-4%	-$15.7K	0.15%	71
2024 Q4	$401K	Sell	9,584 -710	-7%	-$31.5K	0.16%	70
2024 Q3	$475K	Sell	10,294 -29	-0.3%	-$1.25K	0.18%	61
2024 Q2	$441K	Sell	10,323 -2,393	-19%	-$100K	0.17%	62
2024 Q1	$522K	Sell	12,716 -128	-1%	-$5.09K	0.21%	59
2023 Q4	$516K	Sell	12,844 -468	-4%	-$18.1K	0.2%	52
2023 Q3	$505K	Sell	13,312 -61	-0.5%	-$2.42K	0.21%	56
2023 Q2	$529K	Sell	13,373 -213	-2%	-$8.38K	0.22%	53
2023 Q1	$536K	Sell	13,586 -7,520	-36%	-$299K	0.23%	54
2022 Q4	$800K	Buy	+21,106	New	+$779K	0.27%	57
2021 Q4	–	Sell	-27,396	Closed	-$1.33M	–	104
2021 Q3	$1.33M	Sell	27,396 -28	-0.1%	-$1.46K	0.32%	55
2021 Q2	$1.51M	Buy	27,424 +2,382	+10%	+$129K	0.46%	44
2021 Q1	$1.34M	Buy	25,042 +5,945	+31%	+$326K	0.45%	38
2020 Q4	$1.04M	Buy	+19,097	New	+$918K	0.36%	43