AAF Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,161
| Closed | -$475K | – | 46 |
|
2024
Q2 | $475K | Sell |
11,161
-528
| -5% | -$22.5K | 0.25% | 32 |
|
2024
Q1 | $480K | Sell |
11,689
-39,856
| -77% | -$1.64M | 0.27% | 29 |
|
2023
Q4 | $2.07M | Sell |
51,545
-4,023
| -7% | -$162K | 1.21% | 13 |
|
2023
Q3 | $2.11M | Sell |
55,568
-937
| -2% | -$35.6K | 1.35% | 12 |
|
2023
Q2 | $2.24M | Sell |
56,505
-3,087
| -5% | -$122K | 1.38% | 13 |
|
2023
Q1 | $2.35M | Sell |
59,592
-4,652
| -7% | -$184K | 1.53% | 12 |
|
2022
Q4 | $2.43M | Buy |
64,244
+50,289
| +360% | +$1.91M | 1.72% | 12 |
|
2022
Q3 | $487K | Buy |
+13,955
| New | +$487K | 0.39% | 18 |
|