Baron Financial 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 | $4.79M | Sell |
99,374
-1,145
| -1% | -$55.2K | 2.81% | 11 |
|
2025
Q1 | $4.39M | Buy |
100,519
+2,080
| +2% | +$90.9K | 2.76% | 12 |
|
2024
Q4 | $4.12M | Buy |
98,439
+125
| +0.1% | +$5.23K | 2.55% | 14 |
|
2024
Q3 | $4.51M | Sell |
98,314
-1,510
| -2% | -$69.2K | 2.76% | 11 |
|
2024
Q2 | $4.25M | Sell |
99,824
-2,675
| -3% | -$114K | 2.7% | 11 |
|
2024
Q1 | $4.21M | Sell |
102,499
-810
| -0.8% | -$33.3K | 2.6% | 15 |
|
2023
Q4 | $4.15M | Sell |
103,309
-890
| -0.9% | -$35.8K | 2.65% | 13 |
|
2023
Q3 | $3.95M | Buy |
104,199
+835
| +0.8% | +$31.7K | 2.57% | 13 |
|
2023
Q2 | $4.09M | Buy |
103,364
+2,280
| +2% | +$90.2K | 2.53% | 14 |
|
2023
Q1 | $3.99M | Buy |
101,084
+3,135
| +3% | +$124K | 2.53% | 13 |
|
2022
Q4 | $3.71M | Buy |
97,949
+2,160
| +2% | +$81.9K | 2.46% | 14 |
|
2022
Q3 | $3.34M | Buy |
95,789
+1,760
| +2% | +$61.4K | 2.25% | 15 |
|
2022
Q2 | $3.77M | Sell |
94,029
-665
| -0.7% | -$26.7K | 2.49% | 14 |
|
2022
Q1 | $4.28M | Buy |
94,694
+1,395
| +1% | +$63K | 2.48% | 15 |
|
2021
Q4 | $4.56M | Buy |
93,299
+1,290
| +1% | +$63K | 2.58% | 14 |
|
2021
Q3 | $4.64M | Buy |
92,009
+2,203
| +2% | +$111K | 2.81% | 12 |
|
2021
Q2 | $4.95M | Buy |
89,806
+1,140
| +1% | +$62.9K | 3.08% | 9 |
|
2021
Q1 | $4.73M | Sell |
88,666
-2,229
| -2% | -$119K | 3.26% | 8 |
|
2020
Q4 | $4.7M | Sell |
90,895
-1,655
| -2% | -$85.5K | 3.75% | 6 |
|
2020
Q3 | $4.08M | Buy |
+92,550
| New | +$4.08M | 3.83% | 7 |
|