Acorn Financial Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Sell	5,446 -758	-12%	-$44.6K	0.04%	166
2025 Q4	$339K	Buy	6,204 +320	+5%	+$17.4K	0.05%	149
2025 Q3	$314K	Sell	5,884 -59	-1%	-$2.96K	0.05%	156
2025 Q2	$287K	Buy	5,943 +747	+14%	+$33.6K	0.05%	159
2025 Q1	$227K	Hold	5,196	–	–	0.04%	171
2024 Q4	$217K	Sell	5,196 -668	-11%	-$29.6K	0.04%	193
2024 Q3	$269K	Hold	5,864	–	–	0.05%	170
2024 Q2	$250K	Sell	5,864 -921	-14%	-$38.6K	0.05%	175
2024 Q1	$279K	Sell	6,785 -13,249	-66%	-$527K	0.05%	168
2023 Q4	$796K	Sell	20,034 -3,263	-14%	-$126K	0.14%	105
2023 Q3	$882K	Hold	23,297	–	–	0.16%	97
2023 Q2	$922K	Buy	23,297 +136	+0.6%	+$5.35K	0.16%	88
2023 Q1	$914K	Buy	23,161 +371	+2%	+$14.8K	0.18%	85
2022 Q4	$864K	Buy	22,790 +4,799	+27%	+$177K	0.18%	82
2022 Q3	$630K	Buy	17,991 +4,672	+35%	+$182K	0.15%	103
2022 Q2	$538K	Buy	13,319 +503	+4%	+$21.1K	0.13%	108
2022 Q1	$578K	Buy	12,816 +100	+0.8%	+$4.72K	0.12%	119
2021 Q4	$620K	Buy	12,716 +3	+0%	+$151	0.12%	115
2021 Q3	$640K	Sell	12,713 -1,552	-11%	-$80.8K	0.2%	108
2021 Q2	$785K	Buy	14,265 +4,561	+47%	+$248K	0.23%	105
2021 Q1	$520K	Sell	9,704 -5,273	-35%	-$289K	0.19%	124
2020 Q4	$773K	Sell	14,977 -1,365	-8%	-$65.6K	0.3%	89
2020 Q3	$722K	Buy	16,342 +65	+0.4%	+$2.85K	0.38%	79
2020 Q2	$653K	Sell	16,277 -696	-4%	-$26.1K	0.46%	77
2020 Q1	$580K	Sell	16,973 -2,481	-13%	-$102K	0.57%	57
2019 Q4	$870K	Buy	+19,454	New	+$835K	0.73%	45