Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Hold |
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|
2025
Q2 | $92.1K | Hold |
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|
2025
Q1 | $83.5K | Hold |
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|
2024
Q4 | $79.9K | Hold |
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|
2024
Q3 | $87.6K | Hold |
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|
2024
Q2 | $81.3K | Hold |
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|
2024
Q1 | $78.5K | Hold |
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|
2023
Q4 | $76.8K | Hold |
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|
2023
Q3 | $72.5K | Hold |
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|
2023
Q2 | $75.6K | Buy |
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|
2023
Q1 | $13.1K | Hold |
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|
2022
Q4 | $12.6K | Hold |
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|
2022
Q3 | $11.6K | Sell |
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|
2022
Q2 | $26.9K | Sell |
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|
2022
Q1 | $138K | Sell |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $810K | Sell |
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|
2021
Q2 | $922K | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $985K | Buy |
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|
2020
Q3 | $795K | Sell |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $740K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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