Briggs Advisory Group’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
2023
Q3
$315K Sell
8,301
-1,714
-17% -$65K 0.18% 51
2023
Q2
$396K Buy
10,015
+270
+3% +$10.7K 0.22% 41
2023
Q1
$385K Hold
9,745
0.23% 43
2022
Q4
$369K Buy
9,745
+481
+5% +$18.2K 0.24% 43
2022
Q3
$323K Sell
9,264
-7,183
-44% -$250K 0.24% 44
2022
Q2
$660K Buy
16,447
+150
+0.9% +$6.02K 0.48% 30
2022
Q1
$736K Buy
16,297
+2,953
+22% +$133K 0.49% 28
2021
Q4
$652K Buy
+13,344
New +$652K 0.44% 29