WAS
Winch Advisory Services’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 | $160K | Buy |
3,312
+3,255
| +5,711% | +$157K | 0.04% | 104 |
|
|
2025
Q1 | $2.5K | Hold |
57
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $2.4K | Hold |
57
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $2.61K | Hold |
57
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $2.42K | Sell |
57
-135
| -70% | -$5.73K | ﹤0.01% | 363 |
|
|
2024
Q1 | $7.87K | Sell |
192
-153
| -44% | -$6.28K | ﹤0.01% | 275 |
|
|
2023
Q4 | $13.9K | Sell |
345
-271
| -44% | -$10.9K | ﹤0.01% | 227 |
|
|
2023
Q3 | $23K | Sell |
616
-84
| -12% | -$3.14K | 0.01% | 188 |
|
|
2023
Q2 | $28K | Sell |
700
-286
| -29% | -$11.4K | 0.01% | 173 |
|
|
2023
Q1 | $39K | Sell |
986
-82
| -8% | -$3.24K | 0.02% | 138 |
|
|
2022
Q4 | $40K | Sell |
1,068
-617
| -37% | -$23.1K | 0.02% | 136 |
|
|
2022
Q3 | $59K | Hold |
1,685
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $68K | Sell |
1,685
-63
| -4% | -$2.54K | 0.03% | 106 |
|
|
2022
Q1 | $79K | Hold |
1,748
| – | – | 0.03% | 107 |
|
|
2021
Q4 | $85K | Hold |
1,748
| – | – | 0.03% | 99 |
|
|
2021
Q3 | $88K | Hold |
1,748
| – | – | 0.03% | 95 |
|
|
2021
Q2 | $96K | Buy |
1,748
+30
| +2% | +$1.65K | 0.03% | 89 |
|
|
2021
Q1 | $92K | Hold |
1,718
| – | – | 0.04% | 85 |
|
|
2020
Q4 | $89K | Hold |
1,718
| – | – | 0.04% | 78 |
|
|
2020
Q3 | $76K | Sell |
1,718
-40
| -2% | -$1.77K | 0.03% | 75 |
|
|
2020
Q2 | $70K | Hold |
1,758
| – | – | 0.03% | 78 |
|
|
2020
Q1 | $60K | Sell |
1,758
-107
| -6% | -$3.65K | 0.03% | 77 |
|
|
2019
Q4 | $84K | Sell |
1,865
-3
| -0.2% | -$135 | 0.04% | 87 |
|
|
2019
Q3 | $76K | Sell |
1,868
-158
| -8% | -$6.43K | 0.04% | 89 |
|
|
2019
Q2 | $87K | Sell |
2,026
-71,583
| -97% | -$3.07M | 0.05% | 86 |
|
|
2019
Q1 | $3.16M | Buy |
73,609
+675
| +0.9% | +$29K | 1.75% | 20 |
|
|
2018
Q4 | $2.85M | Sell |
72,934
-3,933
| -5% | -$154K | 1.58% | 20 |
|
|
2018
Q3 | $3.3M | Sell |
76,867
-1,242
| -2% | -$53.3K | 1.66% | 23 |
|
|
2018
Q2 | $3.38M | Sell |
78,109
-5,597
| -7% | -$242K | 1.82% | 22 |
|
|
2018
Q1 | $4.04M | Buy |
83,706
+4,537
| +6% | +$219K | 2.37% | 17 |
|
|
2017
Q4 | $3.73M | Buy |
79,169
+12,407
| +19% | +$585K | 2.24% | 19 |
|
|
2017
Q3 | $3M | Buy |
66,762
+58,415
| +700% | +$2.62M | 1.95% | 23 |
|
|
2017
Q2 | $345K | Sell |
8,347
-223
| -3% | -$9.22K | 0.22% | 59 |
|
|
2017
Q1 | $338K | Buy |
+8,570
| New | +$338K | 0.21% | 63 |
|
|
2014
Q4 | – | Sell |
-110
| Closed | -$5K | – | 79 |
|
|
2014
Q3 | $5K | Buy |
110
+1
| +0.9% | +$45 | ﹤0.01% | 171 |
|
|
2014
Q2 | $5K | Hold |
109
| – | – | ﹤0.01% | 197 |
|
|
2014
Q1 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 220 |
|