SWM
SFG 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 | $210K | Buy |
+4,344
| New | +$210K | 0.13% | 80 |
|
|
2024
Q4 | – | Sell |
-4,509
| Closed | -$207K | – | 103 |
|
|
2024
Q3 | $207K | Buy |
+4,509
| New | +$207K | 0.11% | 88 |
|
|
2023
Q4 | – | Sell |
-7,505
| Closed | -$285K | – | 93 |
|
|
2023
Q3 | $285K | Hold |
7,505
| – | – | 0.23% | 72 |
|
|
2023
Q2 | $297K | Sell |
7,505
-259
| -3% | -$10.2K | 0.25% | 72 |
|
|
2023
Q1 | $306K | Sell |
7,764
-702
| -8% | -$27.7K | 0.34% | 52 |
|
|
2022
Q4 | $321K | Buy |
8,466
+1,509
| +22% | +$57.2K | 0.4% | 51 |
|
|
2022
Q3 | $243K | Sell |
6,957
-157
| -2% | -$5.48K | 0.33% | 59 |
|
|
2022
Q2 | $285K | Sell |
7,114
-311
| -4% | -$12.5K | 0.33% | 59 |
|
|
2022
Q1 | $335K | Sell |
7,425
-1,733
| -19% | -$78.2K | 0.31% | 55 |
|
|
2021
Q4 | $447K | Buy |
+9,158
| New | +$447K | 0.4% | 56 |
|