Atria Wealth Solutions’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
2025 Q2	$2.97M	Sell	61,562 -10,721	-15%	-$482K	0.07%	315
2025 Q1	$3.16M	Buy	72,283 +3,079	+4%	+$134K	0.04%	477
2024 Q4	$2.89M	Sell	69,204 -11,757	-15%	-$521K	0.03%	514
2024 Q3	$3.71M	Buy	80,961 +10,522	+15%	+$454K	0.04%	425
2024 Q2	$3M	Sell	70,439 -4,941	-7%	-$207K	0.03%	490
2024 Q1	$3.1M	Sell	75,380 -3,332	-4%	-$133K	0.04%	481
2023 Q4	$3.17M	Buy	78,712 +557	+0.7%	+$21.5K	0.04%	450
2023 Q3	$2.97M	Sell	78,155 -2,774	-3%	-$110K	0.04%	437
2023 Q2	$3.2M	Sell	80,929 -742	-0.9%	-$29.2K	0.04%	421
2023 Q1	$3.22M	Buy	81,671 +21,196	+35%	+$843K	0.05%	389
2022 Q4	$2.29M	Sell	60,475 -6,528	-10%	-$241K	0.04%	463
2022 Q3	$2.34M	Buy	67,003 +20,761	+45%	+$810K	0.04%	420
2022 Q2	$1.85M	Buy	46,242 +12,132	+36%	+$509K	0.04%	472
2022 Q1	$1.54M	Buy	+34,110	New	+$1.61M	0.03%	563