Appleton Partners’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 | $866K | Sell |
17,946
-200
| -1% | -$9.65K | 0.06% | 141 |
|
|
2025
Q1 | $793K | Sell |
18,146
-1,188
| -6% | -$51.9K | 0.06% | 146 |
|
|
2024
Q4 | $809K | Buy |
19,334
+2,824
| +17% | +$118K | 0.06% | 141 |
|
|
2024
Q3 | $757K | Sell |
16,510
-2,110
| -11% | -$96.7K | 0.06% | 147 |
|
|
2024
Q2 | $793K | Sell |
18,620
-371
| -2% | -$15.8K | 0.06% | 142 |
|
|
2024
Q1 | $780K | Sell |
18,991
-909
| -5% | -$37.3K | 0.06% | 149 |
|
|
2023
Q4 | $800K | Sell |
19,900
-1,195
| -6% | -$48K | 0.06% | 150 |
|
|
2023
Q3 | $801K | Sell |
21,095
-67
| -0.3% | -$2.54K | 0.07% | 150 |
|
|
2023
Q2 | $837K | Sell |
21,162
-148
| -0.7% | -$5.85K | 0.07% | 153 |
|
|
2023
Q1 | $841K | Sell |
21,310
-65
| -0.3% | -$2.57K | 0.07% | 164 |
|
|
2022
Q4 | $810K | Buy |
21,375
+1,950
| +10% | +$73.9K | 0.08% | 165 |
|
|
2022
Q3 | $678K | Sell |
19,425
-1,150
| -6% | -$40.1K | 0.07% | 176 |
|
|
2022
Q2 | $825K | Sell |
20,575
-225
| -1% | -$9.02K | 0.08% | 160 |
|
|
2022
Q1 | $939K | Sell |
20,800
-75
| -0.4% | -$3.39K | 0.08% | 162 |
|
|
2021
Q4 | $1.02M | Buy |
20,875
+60
| +0.3% | +$2.93K | 0.08% | 163 |
|
|
2021
Q3 | $1.05M | Sell |
20,815
-13
| -0.1% | -$655 | 0.09% | 155 |
|
|
2021
Q2 | $1.15M | Sell |
20,828
-137
| -0.7% | -$7.56K | 0.1% | 146 |
|
|
2021
Q1 | $1.12M | Sell |
20,965
-606
| -3% | -$32.3K | 0.1% | 144 |
|
|
2020
Q4 | $1.12M | Sell |
21,571
-3,665
| -15% | -$189K | 0.11% | 137 |
|
|
2020
Q3 | $1.11M | Sell |
25,236
-2,159
| -8% | -$95.2K | 0.12% | 132 |
|
|
2020
Q2 | $1.1M | Sell |
27,395
-5,954
| -18% | -$238K | 0.13% | 130 |
|
|
2020
Q1 | $1.14M | Sell |
33,349
-840
| -2% | -$28.7K | 0.16% | 123 |
|
|
2019
Q4 | $1.53M | Sell |
34,189
-210
| -0.6% | -$9.42K | 0.17% | 126 |
|
|
2019
Q3 | $1.41M | Sell |
34,399
-530
| -2% | -$21.7K | 0.17% | 124 |
|
|
2019
Q2 | $1.5M | Buy |
34,929
+915
| +3% | +$39.3K | 0.19% | 122 |
|
|
2019
Q1 | $1.46M | Sell |
34,014
-25
| -0.1% | -$1.07K | 0.19% | 121 |
|
|
2018
Q4 | $1.33M | Sell |
34,039
-4,679
| -12% | -$183K | 0.2% | 118 |
|
|
2018
Q3 | $1.66M | Sell |
38,718
-1,962
| -5% | -$84.2K | 0.22% | 111 |
|
|
2018
Q2 | $1.76M | Buy |
40,680
+1,497
| +4% | +$64.9K | 0.25% | 98 |
|
|
2018
Q1 | $1.89M | Buy |
39,183
+3,832
| +11% | +$185K | 0.29% | 95 |
|
|
2017
Q4 | $1.67M | Buy |
35,351
+4,358
| +14% | +$205K | 0.26% | 97 |
|
|
2017
Q3 | $1.39M | Buy |
30,993
+869
| +3% | +$38.9K | 0.23% | 98 |
|
|
2017
Q2 | $1.25M | Buy |
30,124
+2,680
| +10% | +$111K | 0.21% | 111 |
|
|
2017
Q1 | $1.08M | Buy |
+27,444
| New | +$1.08M | 0.2% | 112 |
|