Birch Hill Investment Advisors’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 | $1.83M | Sell |
37,881
-8
| -0% | -$386 | 0.08% | 84 |
|
|
2025
Q1 | $1.66M | Buy |
37,889
+110
| +0.3% | +$4.81K | 0.08% | 90 |
|
|
2024
Q4 | $1.58M | Sell |
37,779
-170
| -0.4% | -$7.11K | 0.07% | 94 |
|
|
2024
Q3 | $1.74M | Buy |
37,949
+20
| +0.1% | +$917 | 0.08% | 90 |
|
|
2024
Q2 | $1.62M | Hold |
37,929
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $1.56M | Sell |
37,929
-2,771
| -7% | -$114K | 0.08% | 92 |
|
|
2023
Q4 | $1.64M | Sell |
40,700
-1,330
| -3% | -$53.5K | 0.09% | 85 |
|
|
2023
Q3 | $1.6M | Sell |
42,030
-935
| -2% | -$35.5K | 0.1% | 83 |
|
|
2023
Q2 | $1.7M | Sell |
42,965
-2,000
| -4% | -$79.1K | 0.1% | 81 |
|
|
2023
Q1 | $1.77M | Sell |
44,965
-2,822
| -6% | -$111K | 0.11% | 79 |
|
|
2022
Q4 | $1.81M | Sell |
47,787
-4,360
| -8% | -$165K | 0.12% | 76 |
|
|
2022
Q3 | $1.82M | Sell |
52,147
-4,001
| -7% | -$140K | 0.12% | 76 |
|
|
2022
Q2 | $2.25M | Sell |
56,148
-2,149
| -4% | -$86.2K | 0.14% | 70 |
|
|
2022
Q1 | $2.63M | Sell |
58,297
-388
| -0.7% | -$17.5K | 0.14% | 72 |
|
|
2021
Q4 | $2.87M | Sell |
58,685
-434
| -0.7% | -$21.2K | 0.14% | 72 |
|
|
2021
Q3 | $2.98M | Sell |
59,119
-801
| -1% | -$40.3K | 0.16% | 71 |
|
|
2021
Q2 | $3.31M | Sell |
59,920
-293
| -0.5% | -$16.2K | 0.18% | 68 |
|
|
2021
Q1 | $3.21M | Sell |
60,213
-788
| -1% | -$42K | 0.18% | 68 |
|
|
2020
Q4 | $3.15M | Sell |
61,001
-44
| -0.1% | -$2.27K | 0.19% | 61 |
|
|
2020
Q3 | $2.69M | Sell |
61,045
-1,400
| -2% | -$61.7K | 0.18% | 59 |
|
|
2020
Q2 | $2.5M | Sell |
62,445
-4,999
| -7% | -$200K | 0.18% | 61 |
|
|
2020
Q1 | $2.3M | Buy |
67,444
+3,595
| +6% | +$123K | 0.2% | 56 |
|
|
2019
Q4 | $2.87M | Buy |
63,849
+2,960
| +5% | +$133K | 0.19% | 58 |
|
|
2019
Q3 | $2.49M | Sell |
60,889
-1,540
| -2% | -$63K | 0.18% | 61 |
|
|
2019
Q2 | $2.68M | Buy |
62,429
+920
| +1% | +$39.5K | 0.2% | 62 |
|
|
2019
Q1 | $2.64M | Sell |
61,509
-7,009
| -10% | -$301K | 0.2% | 64 |
|
|
2018
Q4 | $2.68M | Buy |
68,518
+12,678
| +23% | +$495K | 0.23% | 60 |
|
|
2018
Q3 | $2.4M | Buy |
55,840
+1,000
| +2% | +$42.9K | 0.18% | 70 |
|
|
2018
Q2 | $2.38M | Sell |
54,840
-365
| -0.7% | -$15.8K | 0.19% | 67 |
|
|
2018
Q1 | $2.67M | Buy |
55,205
+1,000
| +2% | +$48.3K | 0.22% | 59 |
|
|
2017
Q4 | $2.55M | Buy |
54,205
+5,080
| +10% | +$239K | 0.21% | 59 |
|
|
2017
Q3 | $2.2M | Buy |
49,125
+2,994
| +6% | +$134K | 0.19% | 61 |
|
|
2017
Q2 | $1.91M | Sell |
46,131
-35
| -0.1% | -$1.45K | 0.17% | 63 |
|
|
2017
Q1 | $1.82M | Sell |
46,166
-1,060
| -2% | -$41.7K | 0.16% | 65 |
|
|
2016
Q4 | $1.65M | Sell |
47,226
-1,630
| -3% | -$57.1K | 0.15% | 66 |
|
|
2016
Q3 | $1.83M | Buy |
48,856
+7,900
| +19% | +$296K | 0.17% | 64 |
|
|
2016
Q2 | $1.41M | Sell |
40,956
-1,259
| -3% | -$43.3K | 0.14% | 66 |
|
|
2016
Q1 | $1.45M | Sell |
42,215
-93
| -0.2% | -$3.19K | 0.15% | 65 |
|
|
2015
Q4 | $1.36M | Sell |
42,308
-2,400
| -5% | -$77.3K | 0.14% | 67 |
|
|
2015
Q3 | $1.47M | Sell |
44,708
-28,943
| -39% | -$949K | 0.16% | 67 |
|
|
2015
Q2 | $2.92M | Buy |
73,651
+645
| +0.9% | +$25.6K | 0.3% | 58 |
|
|
2015
Q1 | $2.93M | Sell |
73,006
-979
| -1% | -$39.3K | 0.3% | 60 |
|
|
2014
Q4 | $2.91M | Sell |
73,985
-751
| -1% | -$29.5K | 0.29% | 59 |
|
|
2014
Q3 | $3.11M | Buy |
74,736
+1,920
| +3% | +$79.8K | 0.32% | 55 |
|
|
2014
Q2 | $3.15M | Sell |
72,816
-1,177
| -2% | -$50.9K | 0.33% | 54 |
|
|
2014
Q1 | $3.03M | Sell |
73,993
-4,625
| -6% | -$190K | 0.33% | 57 |
|
|
2013
Q4 | $3.29M | Buy |
78,618
+1,603
| +2% | +$67K | 0.35% | 59 |
|
|
2013
Q3 | $3.14M | Sell |
77,015
-5,271
| -6% | -$215K | 0.37% | 58 |
|
|
2013
Q2 | $3.17M | Buy |
+82,286
| New | +$3.17M | 0.4% | 56 |
|