TMWM
Taylor & Morgan 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 | $645K | Buy |
13,378
+16
| +0.1% | +$772 | 0.44% | 36 |
|
2025
Q1 | $584K | Buy |
13,362
+260
| +2% | +$11.4K | 0.44% | 38 |
|
2024
Q4 | $548K | Sell |
13,102
-428
| -3% | -$17.9K | 0.39% | 39 |
|
2024
Q3 | $620K | Hold |
13,530
| – | – | 0.42% | 35 |
|
2024
Q2 | $576K | Buy |
13,530
+79
| +0.6% | +$3.37K | 0.41% | 35 |
|
2024
Q1 | $553K | Sell |
13,451
-210
| -2% | -$8.63K | 0.41% | 37 |
|
2023
Q4 | $549K | Sell |
13,661
-185
| -1% | -$7.44K | 0.44% | 34 |
|
2023
Q3 | $525K | Sell |
13,846
-200
| -1% | -$7.59K | 0.47% | 34 |
|
2023
Q2 | $556K | Buy |
14,046
+91
| +0.7% | +$3.6K | 0.46% | 36 |
|
2023
Q1 | $551K | Hold |
13,955
| – | – | 0.48% | 34 |
|
2022
Q4 | $529K | Buy |
13,955
+140
| +1% | +$5.31K | 0.5% | 38 |
|
2022
Q3 | $482K | Hold |
13,815
| – | – | 0.48% | 42 |
|
2022
Q2 | $554K | Sell |
13,815
-7,884
| -36% | -$316K | 0.53% | 40 |
|
2022
Q1 | $980K | Sell |
21,699
-228
| -1% | -$10.3K | 0.8% | 29 |
|
2021
Q4 | $1.07M | Buy |
+21,927
| New | +$1.07M | 0.87% | 27 |
|