Balanced Wealth Group’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
$2.43M Buy
50,008
+2,250
+5% +$109K 1.05% 18
2025
Q1
$2.09M Buy
47,758
+881
+2% +$38.5K 1.01% 19
2024
Q4
$2M Buy
46,877
+310
+0.7% +$13.2K 0.9% 19
2024
Q3
$2.14M Buy
46,567
+1,009
+2% +$46.3K 0.95% 19
2024
Q2
$1.94M Sell
45,558
-10,222
-18% -$436K 0.88% 20
2024
Q1
$2.37M Buy
55,780
+185
+0.3% +$7.85K 1.05% 19
2023
Q4
$2.24M Buy
+55,595
New +$2.24M 1.16% 21