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