Beacon Bridge Wealth Partners’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 | $218K | Buy |
+4,521
| New | +$218K | 0.09% | 81 |
|
|
2024
Q4 | – | Sell |
-7,237
| Closed | -$332K | – | 90 |
|
|
2024
Q3 | $332K | Sell |
7,237
-3,233
| -31% | -$148K | 0.14% | 67 |
|
|
2024
Q2 | $446K | Sell |
10,470
-14,389
| -58% | -$613K | 0.2% | 65 |
|
|
2024
Q1 | $1.02M | Sell |
24,859
-13,161
| -35% | -$541K | 0.48% | 45 |
|
|
2023
Q4 | $1.53M | Sell |
38,020
-13,992
| -27% | -$563K | 0.76% | 35 |
|
|
2023
Q3 | $1.97M | Sell |
52,012
-42,274
| -45% | -$1.6M | 1.04% | 29 |
|
|
2023
Q2 | $3.73M | Sell |
94,286
-36,192
| -28% | -$1.43M | 1.91% | 13 |
|
|
2023
Q1 | $5.15M | Buy |
130,478
+102,757
| +371% | +$4.05M | 3.09% | 11 |
|
|
2022
Q4 | $1.05M | Buy |
+27,721
| New | +$1.05M | 0.76% | 24 |
|