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Avantax Planning Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
73,270
-1,131
| -2% | -$54.6K | 0.11% | 103 |
|
|
2025
Q1 | $3.25M | Sell |
74,401
-465
| -0.6% | -$20.3K | 0.12% | 104 |
|
|
2024
Q4 | $3.13M | Sell |
74,866
-1,526
| -2% | -$63.8K | 0.11% | 103 |
|
|
2024
Q3 | $3.5M | Sell |
76,392
-4,396
| -5% | -$202K | 0.13% | 97 |
|
|
2024
Q2 | $3.44M | Sell |
80,788
-7,973
| -9% | -$340K | 0.11% | 106 |
|
|
2024
Q1 | $3.65M | Sell |
88,761
-14,889
| -14% | -$612K | 0.12% | 106 |
|
|
2023
Q4 | $4.17M | Buy |
103,650
+10,989
| +12% | +$442K | 0.16% | 69 |
|
|
2023
Q3 | $3.52M | Sell |
92,661
-2,059
| -2% | -$78.1K | 0.15% | 75 |
|
|
2023
Q2 | $3.75M | Sell |
94,720
-16,874
| -15% | -$668K | 0.15% | 73 |
|
|
2023
Q1 | $4.4M | Sell |
111,594
-352
| -0.3% | -$13.9K | 0.18% | 64 |
|
|
2022
Q4 | $4.24M | Sell |
111,946
-11,372
| -9% | -$431K | 0.17% | 69 |
|
|
2022
Q3 | $4.3M | Sell |
123,318
-22,097
| -15% | -$771K | 0.19% | 61 |
|
|
2022
Q2 | $5.83M | Buy |
145,415
+18,100
| +14% | +$726K | 0.25% | 49 |
|
|
2022
Q1 | $5.75M | Sell |
127,315
-41,012
| -24% | -$1.85M | 0.23% | 47 |
|
|
2021
Q4 | $8.22M | Buy |
168,327
+33,314
| +25% | +$1.63M | 0.34% | 28 |
|
|
2021
Q3 | $6.8M | Sell |
135,013
-781
| -0.6% | -$39.3K | 0.31% | 24 |
|
|
2021
Q2 | $7.49M | Sell |
135,794
-86,853
| -39% | -$4.79M | 0.35% | 23 |
|
|
2021
Q1 | $11.9M | Sell |
222,647
-132,143
| -37% | -$7.05M | 0.61% | 12 |
|
|
2020
Q4 | $18.3M | Sell |
354,790
-15,596
| -4% | -$806K | 0.94% | 9 |
|
|
2020
Q3 | $16.3M | Buy |
370,386
+9,281
| +3% | +$409K | 0.86% | 10 |
|
|
2020
Q2 | $14.4M | Buy |
361,105
+90,357
| +33% | +$3.61M | 0.82% | 11 |
|
|
2020
Q1 | $9.24M | Buy |
270,748
+14,265
| +6% | +$487K | 0.64% | 11 |
|
|
2019
Q4 | $11.5M | Buy |
256,483
+4,258
| +2% | +$191K | 0.68% | 10 |
|
|
2019
Q3 | $10.3M | Buy |
252,225
+18,322
| +8% | +$749K | 0.63% | 10 |
|
|
2019
Q2 | $9.98M | Buy |
233,903
+24,595
| +12% | +$1.05M | 0.65% | 11 |
|
|
2019
Q1 | $8.98M | Sell |
209,308
-285,229
| -58% | -$12.2M | 0.62% | 11 |
|
|
2018
Q4 | $19.3M | Buy |
494,537
+405,184
| +453% | +$15.8M | 1.46% | 14 |
|
|
2018
Q3 | $3.84M | Buy |
89,353
+13,043
| +17% | +$560K | 0.31% | 27 |
|
|
2018
Q2 | $3.31M | Buy |
76,310
+11,155
| +17% | +$483K | 0.3% | 28 |
|
|
2018
Q1 | $3.15M | Buy |
65,155
+55,681
| +588% | +$2.69M | 0.27% | 28 |
|
|
2017
Q4 | $446K | Sell |
9,474
-17
| -0.2% | -$800 | 0.04% | 180 |
|
|
2017
Q3 | $425K | Sell |
9,491
-77
| -0.8% | -$3.45K | 0.03% | 224 |
|
|
2017
Q2 | $396K | Sell |
9,568
-5
| -0.1% | -$207 | 0.03% | 219 |
|
|
2017
Q1 | $377K | Buy |
9,573
+2,626
| +38% | +$103K | 0.03% | 213 |
|
|
2016
Q4 | $243K | Buy |
+6,947
| New | +$243K | 0.03% | 262 |
|