Catalyst 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
$546K Sell
11,313
-344
-3% -$16.6K 0.06% 154
2025
Q1
$509K Buy
11,657
+2,776
+31% +$121K 0.09% 143
2024
Q4
$371K Buy
8,881
+216
+2% +$9.03K 0.07% 174
2024
Q3
$397K Buy
8,665
+13
+0.2% +$596 0.08% 163
2024
Q2
$368K Buy
8,652
+471
+6% +$20.1K 0.08% 157
2024
Q1
$325K Buy
8,181
+381
+5% +$15.1K 0.08% 158
2023
Q4
$314K Sell
7,800
-1,305
-14% -$52.5K 0.09% 159
2023
Q3
$346K Hold
9,105
0.11% 137
2023
Q2
$360K Sell
9,105
-481
-5% -$19K 0.13% 116
2023
Q1
$378K Sell
9,586
-578
-6% -$22.8K 0.16% 98
2022
Q4
$385K Buy
+10,164
New +$385K 0.2% 80