WDG
Wealth Dimensions Group’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 | $295K | Sell |
6,108
-115
| -2% | -$5.55K | 0.06% | 131 |
|
|
2025
Q1 | $272K | Hold |
6,223
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $260K | Hold |
6,223
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $285K | Sell |
6,223
-20
| -0.3% | -$917 | 0.07% | 118 |
|
|
2024
Q2 | $266K | Sell |
6,243
-166
| -3% | -$7.07K | 0.08% | 120 |
|
|
2024
Q1 | $263K | Hold |
6,409
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $258K | Sell |
6,409
-144
| -2% | -$5.79K | 0.08% | 117 |
|
|
2023
Q3 | $249K | Sell |
6,553
-250
| -4% | -$9.49K | 0.09% | 115 |
|
|
2023
Q2 | $269K | Sell |
6,803
-91
| -1% | -$3.6K | 0.1% | 113 |
|
|
2023
Q1 | $272K | Sell |
6,894
-60
| -0.9% | -$2.37K | 0.11% | 106 |
|
|
2022
Q4 | $264K | Hold |
6,954
| – | – | 0.11% | 110 |
|
|
2022
Q3 | $243K | Sell |
6,954
-80
| -1% | -$2.8K | 0.12% | 104 |
|
|
2022
Q2 | $282K | Hold |
7,034
| – | – | 0.13% | 100 |
|
|
2022
Q1 | $318K | Hold |
7,034
| – | – | 0.15% | 101 |
|
|
2021
Q4 | $344K | Sell |
7,034
-38
| -0.5% | -$1.86K | 0.17% | 93 |
|
|
2021
Q3 | $356K | Buy |
7,072
+56
| +0.8% | +$2.82K | 0.23% | 91 |
|
|
2021
Q2 | $387K | Hold |
7,016
| – | – | 0.26% | 79 |
|
|
2021
Q1 | $374K | Buy |
7,016
+2,120
| +43% | +$113K | 0.29% | 78 |
|
|
2020
Q4 | $253K | Buy |
+4,896
| New | +$253K | 0.22% | 91 |
|