Atwood & Palmer’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 | $223K | Sell |
4,623
-167
| -3% | -$8.06K | 0.01% | 147 |
|
|
2025
Q1 | $209K | Sell |
4,790
-300
| -6% | -$13.1K | 0.01% | 148 |
|
|
2024
Q4 | $213K | Hold |
5,090
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $233K | Hold |
5,090
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $217K | Hold |
5,090
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $209K | Hold |
5,090
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $205K | Hold |
5,090
| – | – | 0.02% | 146 |
|
|
2023
Q3 | $193K | Sell |
5,090
-625
| -11% | -$23.7K | 0.02% | 142 |
|
|
2023
Q2 | $226K | Sell |
5,715
-125
| -2% | -$4.95K | 0.02% | 140 |
|
|
2023
Q1 | $230K | Hold |
5,840
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $221K | Sell |
5,840
-227,906
| -98% | -$8.64M | 0.02% | 141 |
|
|
2022
Q3 | $8.15M | Sell |
233,746
-11,737
| -5% | -$409K | 0.81% | 47 |
|
|
2022
Q2 | $9.84M | Sell |
245,483
-89,259
| -27% | -$3.58M | 0.96% | 42 |
|
|
2022
Q1 | $15.1M | Sell |
334,742
-5,750
| -2% | -$260K | 1.31% | 35 |
|
|
2021
Q4 | $16.6M | Sell |
340,492
-9,338
| -3% | -$456K | 1.39% | 30 |
|
|
2021
Q3 | $17.6M | Sell |
349,830
-1,245
| -0.4% | -$62.7K | 1.57% | 28 |
|
|
2021
Q2 | $19.4M | Buy |
351,075
+447
| +0.1% | +$24.7K | 1.74% | 25 |
|
|
2021
Q1 | $18.7M | Sell |
350,628
-1,050
| -0.3% | -$56K | 1.8% | 24 |
|
|
2020
Q4 | $18.2M | Sell |
351,678
-450
| -0.1% | -$23.3K | 1.95% | 20 |
|
|
2020
Q3 | $15.5M | Sell |
352,128
-24,491
| -7% | -$1.08M | 1.96% | 21 |
|
|
2020
Q2 | $15.1M | Buy |
376,619
+53,515
| +17% | +$2.14M | 2.04% | 21 |
|
|
2020
Q1 | $11M | Buy |
323,104
+33,100
| +11% | +$1.13M | 1.73% | 22 |
|
|
2019
Q4 | $13M | Sell |
290,004
-15,419
| -5% | -$692K | 1.67% | 24 |
|
|
2019
Q3 | $12.5M | Buy |
305,423
+2,850
| +0.9% | +$116K | 1.68% | 25 |
|
|
2019
Q2 | $13M | Buy |
302,573
+1,788
| +0.6% | +$76.7K | 1.75% | 22 |
|
|
2019
Q1 | $12.9M | Buy |
300,785
+1,070
| +0.4% | +$45.9K | 1.83% | 20 |
|
|
2018
Q4 | $11.7M | Buy |
+299,715
| New | +$11.7M | 1.86% | 21 |
|