TWA
Tandem 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 | – | Sell |
-148,832
| Closed | -$6.51M | – | 50 |
|
|
2025
Q1 | $6.51M | Buy |
148,832
+1,439
| +1% | +$62.9K | 3.4% | 11 |
|
|
2024
Q4 | $6.16M | Buy |
147,393
+8,021
| +6% | +$335K | 3.15% | 12 |
|
|
2024
Q3 | $6.39M | Buy |
139,372
+1,282
| +0.9% | +$58.8K | 3.24% | 12 |
|
|
2024
Q2 | $5.88M | Buy |
138,090
+1,859
| +1% | +$79.2K | 3.15% | 12 |
|
|
2024
Q1 | $5.59M | Buy |
136,231
+1,954
| +1% | +$80.2K | 3.07% | 12 |
|
|
2023
Q4 | $5.4M | Sell |
134,277
-1,748
| -1% | -$70.3K | 3.11% | 12 |
|
|
2023
Q3 | $5.16M | Buy |
136,025
+3,492
| +3% | +$133K | 3.15% | 12 |
|
|
2023
Q2 | $5.24M | Buy |
132,533
+1,839
| +1% | +$72.7K | 3.17% | 12 |
|
|
2023
Q1 | $5.16M | Sell |
130,694
-90
| -0.1% | -$3.55K | 3.21% | 12 |
|
|
2022
Q4 | $4.96M | Buy |
+130,784
| New | +$4.96M | 3.15% | 11 |
|