Cascade Financial Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
+5,808
| New | +$377K | 0.05% | 181 |
|
|
2025
Q1 | – | Sell |
-4,068
| Closed | -$237K | – | 246 |
|
|
2024
Q4 | $237K | Sell |
4,068
-700
| -15% | -$40.7K | 0.03% | 218 |
|
|
2024
Q3 | $295K | Buy |
4,768
+168
| +4% | +$10.4K | 0.04% | 188 |
|
|
2024
Q2 | $281K | Hold |
4,600
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $270K | Buy |
+4,600
| New | +$270K | 0.04% | 187 |
|