Aprio 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Sell |
5,563
-1,187
| -18% | -$57.3K | 0.03% | 322 |
|
2025
Q1 | $295K | Buy |
6,750
+1,427
| +27% | +$62.4K | 0.04% | 272 |
|
2024
Q4 | $223K | Buy |
+5,323
| New | +$223K | 0.03% | 284 |
|
2020
Q2 | – | Sell |
-8,959
| Closed | -$306K | – | 71 |
|
2020
Q1 | $306K | Sell |
8,959
-4,278
| -32% | -$146K | 0.39% | 39 |
|
2019
Q4 | $594K | Buy |
+13,237
| New | +$594K | 0.44% | 31 |
|