WFA
Wipfli 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.58M | Buy |
45,368
+39,754
| +708% | +$1.39M | 0.11% | 81 |
|
|
2022
Q2 | $225K | Sell |
5,614
-7,728
| -58% | -$310K | 0.02% | 83 |
|
|
2022
Q1 | $602K | Buy |
13,342
+20
| +0.2% | +$903 | 0.06% | 54 |
|
|
2021
Q4 | $651K | Sell |
13,322
-102
| -0.8% | -$4.98K | 0.07% | 28 |
|
|
2021
Q3 | $676K | Hold |
13,424
| – | – | 0.09% | 24 |
|
|
2021
Q2 | $740K | Hold |
13,424
| – | – | 0.1% | 23 |
|
|
2021
Q1 | $716K | Buy |
13,424
+225
| +2% | +$12K | 0.39% | 15 |
|
|
2020
Q4 | $682K | Buy |
+13,199
| New | +$682K | 0.41% | 15 |
|