Avantax Planning Partners’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 | $3.53M | Sell |
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|
2025
Q1 | $3.25M | Sell |
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|
2024
Q4 | $3.13M | Sell |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.44M | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $5.83M | Buy |
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|
2022
Q1 | $5.75M | Sell |
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|
2021
Q4 | $8.22M | Buy |
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|
2021
Q3 | $6.8M | Sell |
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|
2021
Q2 | $7.49M | Sell |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $16.3M | Buy |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $9.24M | Buy |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $10.3M | Buy |
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|
2019
Q2 | $9.98M | Buy |
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|
2019
Q1 | $8.98M | Sell |
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|
2018
Q4 | $19.3M | Buy |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $3.31M | Buy |
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|
2018
Q1 | $3.15M | Buy |
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|
2017
Q4 | $446K | Sell |
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|
2017
Q3 | $425K | Sell |
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|
2017
Q2 | $396K | Sell |
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|
2017
Q1 | $377K | Buy |
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|
2016
Q4 | $243K | Buy |
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