Bingham Osborn & Scarborough’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
2020 Q4	–	Sell	-4,622	Closed	-$204K	–	146
2020 Q3	$204K	Buy	+4,622	New	+$203K	0.02%	156
2020 Q2	–	Sell	-6,560	Closed	-$224K	–	157
2020 Q1	$224K	Buy	6,560 +1,511	+30%	+$62K	0.02%	131
2019 Q4	$227K	Buy	+5,049	New	+$217K	0.02%	151
2018 Q4	–	Sell	-5,810	Closed	-$249K	–	141
2018 Q3	$249K	Buy	5,810 +48	+0.8%	+$2.07K	0.02%	126
2018 Q2	$250K	Sell	5,762 -467	-7%	-$21.6K	0.02%	121
2018 Q1	$301K	Sell	6,229 -396	-6%	-$19.4K	0.03%	111
2017 Q4	$312K	Sell	6,625 -1,795	-21%	-$83.1K	0.03%	105
2017 Q3	$377K	Sell	8,420 -477	-5%	-$21K	0.04%	86
2017 Q2	$368K	Sell	8,897 -369	-4%	-$15K	0.04%	83
2017 Q1	$365K	Sell	9,266 -208	-2%	-$7.9K	0.04%	83
2016 Q4	$332K	Sell	9,474 -2,381	-20%	-$85.9K	0.04%	85
2016 Q3	$444K	Sell	11,855 -50	-0.4%	-$1.83K	0.05%	72
2016 Q2	$409K	Sell	11,905 -1,706	-13%	-$57.3K	0.05%	79
2016 Q1	$466K	Sell	13,611 -938	-6%	-$29.1K	0.05%	70
2015 Q4	$468K	Sell	14,549 -1,476	-9%	-$50.6K	0.06%	68
2015 Q3	$525K	Sell	16,025 -2,483	-13%	-$87.7K	0.07%	64
2015 Q2	$733K	Sell	18,508 -539	-3%	-$22.5K	0.09%	53
2015 Q1	$764K	Buy	19,047 +799	+4%	+$31.8K	0.09%	52
2014 Q4	$717K	Sell	18,248 -507	-3%	-$20.6K	0.09%	56
2014 Q3	$779K	Buy	18,755 +2,385	+15%	+$105K	0.1%	49
2014 Q2	$708K	Sell	16,370 -273	-2%	-$11.6K	0.09%	48
2014 Q1	$683K	Buy	16,643 +1,408	+9%	+$55.2K	0.1%	51
2013 Q4	$637K	Buy	15,235 +159	+1%	+$6.66K	0.09%	47
2013 Q3	$614K	Buy	15,076 +147	+1%	+$5.82K	0.1%	45
2013 Q2	$575K	Buy	+14,929	New	+$620K	0.1%	46