Capital Advisors Inc’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
Q4
$641K Buy
2020
Q1
Sell
2019
Q4
$369K Buy
2019
Q3
$341K Hold
2019
Q2
$341K Buy
2019
Q1
Sell
2018
Q4
$313K Hold
2018
Q3
$344K Hold
2018
Q2
$347K Sell
2018
Q1
$413K Buy
2017
Q4
$378K Hold
2017
Q3
$359K Hold
2017
Q2
$332K Hold
2017
Q1
$316K Sell
2016
Q4
$428K Buy