Center for Financial Planning’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 | $32.2K | Buy |
666
+3
| +0.5% | +$145 | ﹤0.01% | 340 |
|
|
2025
Q1 | $29K | Hold |
663
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $27.7K | Buy |
663
+7
| +1% | +$293 | ﹤0.01% | 318 |
|
|
2024
Q3 | $30.1K | Hold |
656
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $27.9K | Buy |
656
+3
| +0.5% | +$128 | ﹤0.01% | 297 |
|
|
2024
Q1 | $26.8K | Sell |
653
-98
| -13% | -$4.03K | ﹤0.01% | 299 |
|
|
2023
Q4 | $30.2K | Buy |
751
+7
| +0.9% | +$282 | 0.01% | 273 |
|
|
2023
Q3 | $28.3K | Hold |
744
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $29.5K | Buy |
744
+2
| +0.3% | +$79 | 0.01% | 289 |
|
|
2023
Q1 | $29.3K | Sell |
742
-875
| -54% | -$34.5K | 0.01% | 269 |
|
|
2022
Q4 | $61.3K | Buy |
1,617
+6
| +0.4% | +$227 | 0.01% | 200 |
|
|
2022
Q3 | $56K | Sell |
1,611
-8,500
| -84% | -$295K | 0.01% | 201 |
|
|
2022
Q2 | $405K | Buy |
10,111
+3
| +0% | +$120 | 0.1% | 82 |
|
|
2022
Q1 | $456K | Buy |
10,108
+8,501
| +529% | +$384K | 0.09% | 83 |
|
|
2021
Q4 | $79K | Buy |
1,607
+5
| +0.3% | +$246 | 0.02% | 188 |
|
|
2021
Q3 | $81K | Hold |
1,602
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $88K | Sell |
1,602
-74
| -4% | -$4.07K | 0.02% | 172 |
|
|
2021
Q1 | $89K | Buy |
1,676
+663
| +65% | +$35.2K | 0.02% | 170 |
|
|
2020
Q4 | $52K | Hold |
1,013
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $45K | Sell |
1,013
-871
| -46% | -$38.7K | 0.01% | 195 |
|
|
2020
Q2 | $75K | Sell |
1,884
-5,287
| -74% | -$210K | 0.03% | 159 |
|
|
2020
Q1 | $245K | Buy |
7,171
+5,373
| +299% | +$184K | 0.08% | 99 |
|
|
2019
Q4 | $81K | Buy |
+1,798
| New | +$81K | 0.02% | 154 |
|