Bristlecone 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 | $152K | Buy |
3,150
+430
| +16% | +$20.7K | 0.01% | 225 |
|
2025
Q1 | $119K | Hold |
2,720
| – | – | 0.01% | 285 |
|
2024
Q4 | $114K | Buy |
2,720
+1,306
| +92% | +$54.6K | 0.01% | 289 |
|
2024
Q3 | $64.8K | Buy |
+1,414
| New | +$64.8K | 0.01% | 315 |
|
2023
Q2 | – | Sell |
-2,011
| Closed | -$79.4K | – | 284 |
|
2023
Q1 | $79.4K | Buy |
+2,011
| New | +$79.4K | 0.01% | 286 |
|
2018
Q4 | – | Sell |
-5,080
| Closed | -$218K | – | 137 |
|
2018
Q3 | $218K | Buy |
+5,080
| New | +$218K | 0.05% | 144 |
|
2017
Q4 | – | Sell |
-2,110
| Closed | -$95K | – | 177 |
|
2017
Q3 | $95K | Buy |
+2,110
| New | +$95K | 0.03% | 170 |
|
2016
Q1 | – | Sell |
-20,462
| Closed | -$659K | – | 171 |
|
2015
Q4 | $659K | Buy |
+20,462
| New | +$659K | 0.28% | 94 |
|