Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
5,943
+747
| +14% | +$36K | 0.05% | 159 |
|
|
2025
Q1 | $227K | Hold |
5,196
| – | – | 0.04% | 171 |
|
|
2024
Q4 | $217K | Sell |
5,196
-668
| -11% | -$27.9K | 0.04% | 193 |
|
|
2024
Q3 | $269K | Hold |
5,864
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $250K | Sell |
5,864
-921
| -14% | -$39.2K | 0.05% | 175 |
|
|
2024
Q1 | $279K | Sell |
6,785
-13,249
| -66% | -$544K | 0.05% | 168 |
|
|
2023
Q4 | $796K | Sell |
20,034
-3,263
| -14% | -$130K | 0.14% | 105 |
|
|
2023
Q3 | $882K | Hold |
23,297
| – | – | 0.16% | 97 |
|
|
2023
Q2 | $922K | Buy |
23,297
+136
| +0.6% | +$5.38K | 0.16% | 88 |
|
|
2023
Q1 | $914K | Buy |
23,161
+371
| +2% | +$14.6K | 0.18% | 85 |
|
|
2022
Q4 | $864K | Buy |
22,790
+4,799
| +27% | +$182K | 0.18% | 82 |
|
|
2022
Q3 | $630K | Buy |
17,991
+4,672
| +35% | +$164K | 0.15% | 103 |
|
|
2022
Q2 | $538K | Buy |
13,319
+503
| +4% | +$20.3K | 0.13% | 108 |
|
|
2022
Q1 | $578K | Buy |
12,816
+100
| +0.8% | +$4.51K | 0.12% | 119 |
|
|
2021
Q4 | $620K | Buy |
12,716
+3
| +0% | +$146 | 0.12% | 115 |
|
|
2021
Q3 | $640K | Sell |
12,713
-1,552
| -11% | -$78.1K | 0.2% | 108 |
|
|
2021
Q2 | $785K | Buy |
14,265
+4,561
| +47% | +$251K | 0.23% | 105 |
|
|
2021
Q1 | $520K | Sell |
9,704
-5,273
| -35% | -$283K | 0.19% | 124 |
|
|
2020
Q4 | $773K | Sell |
14,977
-1,365
| -8% | -$70.5K | 0.3% | 89 |
|
|
2020
Q3 | $722K | Buy |
16,342
+65
| +0.4% | +$2.87K | 0.38% | 79 |
|
|
2020
Q2 | $653K | Sell |
16,277
-696
| -4% | -$27.9K | 0.46% | 77 |
|
|
2020
Q1 | $580K | Sell |
16,973
-2,481
| -13% | -$84.8K | 0.57% | 57 |
|
|
2019
Q4 | $870K | Buy |
+19,454
| New | +$870K | 0.73% | 45 |
|