TBWA
Three Bridge 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 | $6.77M | Sell |
140,369
-5,356
| -4% | -$258K | 1.78% | 16 |
|
|
2025
Q1 | $6.37M | Buy |
145,725
+1,065
| +0.7% | +$46.5K | 2.22% | 16 |
|
|
2024
Q4 | $6.05M | Buy |
144,660
+8,072
| +6% | +$338K | 2.12% | 16 |
|
|
2024
Q3 | $6.26M | Buy |
136,588
+570
| +0.4% | +$26.1K | 2.31% | 14 |
|
|
2024
Q2 | $5.79M | Sell |
136,018
-6,856
| -5% | -$292K | 2.3% | 14 |
|
|
2024
Q1 | $5.87M | Sell |
142,874
-29,672
| -17% | -$1.22M | 2.31% | 12 |
|
|
2023
Q4 | $6.94M | Sell |
172,546
-10,556
| -6% | -$424K | 2.4% | 9 |
|
|
2023
Q3 | $6.95M | Sell |
183,102
-9,880
| -5% | -$375K | 2.88% | 6 |
|
|
2023
Q2 | $7.63M | Sell |
192,982
-2,400
| -1% | -$94.9K | 3.23% | 6 |
|
|
2023
Q1 | $7.71M | Buy |
195,382
+1,750
| +0.9% | +$69.1K | 3.57% | 6 |
|
|
2022
Q4 | $7.34M | Sell |
193,632
-66,629
| -26% | -$2.53M | 3.93% | 5 |
|
|
2022
Q3 | $9.08M | Buy |
260,261
+5,580
| +2% | +$195K | 4.62% | 4 |
|
|
2022
Q2 | $10.2M | Buy |
254,681
+51,180
| +25% | +$2.05M | 5% | 3 |
|
|
2022
Q1 | $9.19M | Buy |
+203,501
| New | +$9.19M | 2.57% | 4 |
|