Private Wealth Advisors (California)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
9,291
+68
| +0.7% | +$3.28K | 0.16% | 65 |
|
|
2025
Q1 | $403K | Sell |
9,223
-361
| -4% | -$15.8K | 0.15% | 67 |
|
|
2024
Q4 | $401K | Sell |
9,584
-710
| -7% | -$29.7K | 0.16% | 64 |
|
|
2024
Q3 | $475K | Sell |
10,294
-29
| -0.3% | -$1.34K | 0.18% | 59 |
|
|
2024
Q2 | $441K | Sell |
10,323
-2,393
| -19% | -$102K | 0.17% | 59 |
|
|
2024
Q1 | $522K | Sell |
12,716
-128
| -1% | -$5.26K | 0.21% | 57 |
|
|
2023
Q4 | $516K | Sell |
12,844
-468
| -4% | -$18.8K | 0.2% | 50 |
|
|
2023
Q3 | $505K | Sell |
13,312
-61
| -0.5% | -$2.32K | 0.21% | 53 |
|
|
2023
Q2 | $529K | Sell |
13,373
-213
| -2% | -$8.43K | 0.22% | 51 |
|
|
2023
Q1 | $536K | Sell |
13,586
-7,520
| -36% | -$297K | 0.23% | 53 |
|
|
2022
Q4 | $800K | Buy |
+21,106
| New | +$800K | 0.27% | 50 |
|
|
2021
Q4 | – | Sell |
-27,396
| Closed | -$1.33M | – | 83 |
|
|
2021
Q3 | $1.33M | Sell |
27,396
-28
| -0.1% | -$1.36K | 0.32% | 46 |
|
|
2021
Q2 | $1.51M | Buy |
27,424
+2,382
| +10% | +$131K | 0.46% | 44 |
|
|
2021
Q1 | $1.34M | Buy |
25,042
+5,945
| +31% | +$317K | 0.45% | 38 |
|
|
2020
Q4 | $1.04M | Buy |
+19,097
| New | +$1.04M | 0.36% | 43 |
|