Boston Family Office’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Boston Family Office’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,819	Closed	-$234K	–	266
2023 Q4	$234K	Hold	5,819	–	–	0.02%	237
2023 Q3	$221K	Sell	5,819 -9,579	-62%	-$379K	0.02%	235
2023 Q2	$610K	Hold	15,398	–	–	0.05%	176
2023 Q1	$608K	Hold	15,398	–	–	0.05%	176
2022 Q4	$584K	Hold	15,398	–	–	0.05%	184
2022 Q3	$538K	Hold	15,398	–	–	0.05%	185
2022 Q2	$617K	Buy	15,398 +7,283	+90%	+$306K	0.05%	179
2022 Q1	$366K	Sell	8,115 -24,793	-75%	-$1.17M	0.03%	230
2021 Q4	$1.61M	Sell	32,908 -48,099	-59%	-$2.42M	0.1%	131
2021 Q3	$4.08M	Sell	81,007 -20,230	-20%	-$1.05M	0.3%	76
2021 Q2	$5.58M	Sell	101,237 -4,097	-4%	-$223K	0.4%	70
2021 Q1	$5.62M	Sell	105,334 -80	-0.1%	-$4.38K	0.42%	65
2020 Q4	$5.45M	Buy	105,414 +550	+0.5%	+$26.4K	0.42%	62
2020 Q3	$4.62M	Buy	104,864 +112	+0.1%	+$4.91K	0.42%	62
2020 Q2	$4.19M	Sell	104,752 -16	-0%	-$599	0.41%	63
2020 Q1	$3.58M	Sell	104,768 -1,397	-1%	-$57.3K	0.42%	64
2019 Q4	$4.76M	Sell	106,165 -7,403	-7%	-$318K	0.45%	61
2019 Q3	$4.64M	Sell	113,568 -300	-0.3%	-$12.4K	0.48%	60
2019 Q2	$4.89M	Hold	113,868	–	–	0.51%	58
2019 Q1	$4.89M	Hold	113,868	–	–	0.53%	55
2018 Q4	$4.45M	Buy	113,868 +10,688	+10%	+$428K	0.55%	54
2018 Q3	$4.43M	Buy	103,180 +598	+0.6%	+$25.8K	0.47%	65
2018 Q2	$4.45M	Sell	102,582 -1,100	-1%	-$50.9K	0.5%	65
2018 Q1	$5.01M	Hold	103,682	–	–	0.57%	62
2017 Q4	$4.88M	Hold	103,682	–	–	0.54%	65
2017 Q3	$4.65M	Sell	103,682 -3	-0%	-$132	0.53%	64
2017 Q2	$4.29M	Sell	103,685 -2,000	-2%	-$81.4K	0.51%	63
2017 Q1	$4.16M	Buy	105,685 +650	+0.6%	+$24.7K	0.51%	66
2016 Q4	$3.68M	Sell	105,035 -2,250	-2%	-$81.2K	0.48%	69
2016 Q3	$4.02M	Sell	107,285 -9,180	-8%	-$336K	0.52%	63
2016 Q2	$4M	Sell	116,465 -510	-0.4%	-$17.1K	0.52%	64
2016 Q1	$4.01M	Sell	116,975 -6,366	-5%	-$197K	0.53%	63
2015 Q4	$3.97M	Buy	123,341 +86,224	+232%	+$2.96M	0.54%	62
2015 Q3	$1.22M	Hold	37,117	–	–	0.17%	130
2015 Q2	$1.47M	Sell	37,117 -300	-0.8%	-$12.5K	0.18%	123
2015 Q1	$1.5M	Hold	37,417	–	–	0.19%	120
2014 Q4	$1.47M	Hold	37,417	–	–	0.18%	124
2014 Q3	$1.55M	Buy	37,417 +25	+0.1%	+$1.1K	0.2%	116
2014 Q2	$1.62M	Buy	37,392 +5,600	+18%	+$238K	0.21%	117
2014 Q1	$1.3M	Buy	31,792 +575	+2%	+$22.6K	0.17%	129
2013 Q4	$1.3M	Buy	31,217 +2,393	+8%	+$100K	0.17%	128
2013 Q3	$1.18M	Sell	28,824 -171	-0.6%	-$6.77K	0.17%	126
2013 Q2	$1.12M	Buy	+28,995	New	+$1.2M	0.17%	126