SWA
SOA Wealth 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
Q2 | $346K | Sell |
7,177
-3,300
| -31% | -$159K | 0.07% | 148 |
|
|
2025
Q1 | $458K | Sell |
10,477
-16
| -0.2% | -$699 | 0.1% | 118 |
|
|
2024
Q4 | $439K | Buy |
10,493
+415
| +4% | +$17.4K | 0.08% | 124 |
|
|
2024
Q3 | $462K | Sell |
10,078
-422
| -4% | -$19.4K | 0.09% | 118 |
|
|
2024
Q2 | $447K | Sell |
10,500
-2,432
| -19% | -$104K | 0.09% | 117 |
|
|
2024
Q1 | $531K | Sell |
12,932
-757
| -6% | -$31.1K | 0.11% | 102 |
|
|
2023
Q4 | $550K | Sell |
13,689
-156
| -1% | -$6.27K | 0.12% | 91 |
|
|
2023
Q3 | $525K | Buy |
13,845
+46
| +0.3% | +$1.75K | 0.13% | 88 |
|
|
2023
Q2 | $546K | Sell |
13,799
-3,183
| -19% | -$126K | 0.13% | 90 |
|
|
2023
Q1 | $670K | Buy |
16,982
+259
| +2% | +$10.2K | 0.17% | 70 |
|
|
2022
Q4 | $634K | Sell |
16,723
-5,177
| -24% | -$196K | 0.17% | 72 |
|
|
2022
Q3 | $763K | Sell |
21,900
-1,145
| -5% | -$39.9K | 0.23% | 64 |
|
|
2022
Q2 | $924K | Sell |
23,045
-2,034
| -8% | -$81.6K | 0.27% | 63 |
|
|
2022
Q1 | $1.13M | Sell |
25,079
-163
| -0.6% | -$7.36K | 0.28% | 65 |
|
|
2021
Q4 | $1.24M | Buy |
25,242
+126
| +0.5% | +$6.19K | 0.3% | 59 |
|
|
2021
Q3 | $1.27M | Sell |
25,116
-1,650
| -6% | -$83.1K | 0.32% | 61 |
|
|
2021
Q2 | $1.48M | Sell |
26,766
-3,488
| -12% | -$192K | 0.38% | 56 |
|
|
2021
Q1 | $1.61M | Sell |
30,254
-2,417
| -7% | -$129K | 0.45% | 50 |
|
|
2020
Q4 | $1.87M | Buy |
+32,671
| New | +$1.87M | 0.51% | 46 |
|