BigSur Wealth Management’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
Q3 | $977K | Hold |
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|
2025
Q2 | $883K | Hold |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $692K | Hold |
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|
2024
Q3 | $759K | Hold |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $680K | Hold |
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|
2023
Q4 | $665K | Hold |
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|
2023
Q3 | $628K | Hold |
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|
2023
Q2 | $655K | Hold |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $944K | Hold |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $809K | Hold |
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|
2021
Q3 | $834K | Hold |
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|
2021
Q2 | $913K | Hold |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $739K | Hold |
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|
2020
Q3 | $630K | Sell |
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|
2020
Q2 | $608K | Sell |
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|
2020
Q1 | $826K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $3.18M | Hold |
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|
2018
Q3 | $3.5M | Buy |
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|
2018
Q2 | $2.02M | Hold |
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|
2018
Q1 | $2.25M | Buy |
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|
2017
Q4 | $636K | Sell |
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|
2017
Q3 | $735K | Hold |
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|
2017
Q2 | $726K | Hold |
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|
2017
Q1 | $667K | Buy |
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|
2016
Q4 | $473K | Buy |
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