Cascade Financial Partners’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 | $626K | Sell |
12,968
-300
| -2% | -$14.5K | 0.08% | 148 |
|
|
2025
Q1 | $580K | Hold |
13,268
| – | – | 0.07% | 145 |
|
|
2024
Q4 | $555K | Hold |
13,268
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $604K | Sell |
13,268
-588
| -4% | -$26.8K | 0.08% | 132 |
|
|
2024
Q2 | $590K | Hold |
13,856
| – | – | 0.08% | 127 |
|
|
2024
Q1 | $562K | Buy |
+13,856
| New | +$562K | 0.08% | 126 |
|