SDWMA
Schneider Downs Wealth Management Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,924
| Closed | -$331K | – | 142 |
|
|
2024
Q4 | $331K | Sell |
7,924
-426
| -5% | -$17.8K | 0.06% | 106 |
|
|
2024
Q3 | $383K | Hold |
8,350
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $356K | Hold |
8,350
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $343K | Hold |
8,350
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $336K | Sell |
8,350
-578
| -6% | -$23.2K | 0.09% | 85 |
|
|
2023
Q3 | $339K | Hold |
8,928
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $353K | Sell |
8,928
-312
| -3% | -$12.3K | 0.08% | 81 |
|
|
2023
Q1 | $365K | Sell |
9,240
-920
| -9% | -$36.3K | 0.07% | 79 |
|
|
2022
Q4 | $385K | Buy |
+10,160
| New | +$385K | 0.08% | 76 |
|
|
2018
Q3 | – | Sell |
-6,800
| Closed | -$295K | – | 58 |
|
|
2018
Q2 | $295K | Hold |
6,800
| – | – | 0.2% | 39 |
|
|
2018
Q1 | $328K | Buy |
+6,800
| New | +$328K | 0.19% | 35 |
|
|
2016
Q1 | – | Sell |
-14,795
| Closed | -$476K | – | 29 |
|
|
2015
Q4 | $476K | Buy |
+14,795
| New | +$476K | 0.55% | 16 |
|