WFA
West Financial 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 | $68.4K | Hold |
1,418
| – | – | 0.01% | 91 |
|
|
2025
Q1 | $62K | Sell |
1,418
-952
| -40% | -$41.6K | 0.01% | 90 |
|
|
2024
Q4 | $99.1K | Buy |
2,370
+952
| +67% | +$39.8K | 0.02% | 78 |
|
|
2024
Q3 | $65K | Buy |
+1,418
| New | +$65K | 0.01% | 79 |
|
|
2022
Q4 | – | Sell |
-1,270
| Closed | -$44K | – | 178 |
|
|
2022
Q3 | $44K | Hold |
1,270
| – | – | 0.01% | 102 |
|
|
2022
Q2 | $51K | Sell |
1,270
-150
| -11% | -$6.02K | 0.01% | 97 |
|
|
2022
Q1 | $64K | Hold |
1,420
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $69K | Hold |
1,420
| – | – | 0.02% | 98 |
|
|
2021
Q3 | $72K | Sell |
1,420
-750
| -35% | -$38K | 0.02% | 90 |
|
|
2021
Q2 | $120K | Hold |
2,170
| – | – | 0.04% | 65 |
|
|
2021
Q1 | $116K | Hold |
2,170
| – | – | 0.04% | 68 |
|
|
2020
Q4 | $112K | Buy |
+2,170
| New | +$112K | 0.04% | 65 |
|