Choate Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Choate Investment Advisors’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Hold	5,222	–	–	0.01%	378
2025 Q4	$286K	Hold	5,222	–	–	0.01%	380
2025 Q3	$279K	Buy	5,222 +3,074	+143%	+$154K	0.01%	363
2025 Q2	$104K	Buy	+2,148	New	+$96.6K	﹤0.01%	422
2024 Q2	–	Sell	-6,379	Closed	-$262K	–	384
2024 Q1	$262K	Hold	6,379	–	–	0.01%	349
2023 Q4	$257K	Sell	6,379 -12,014	-65%	-$464K	0.01%	327
2023 Q3	$698K	Buy	18,393 +11,130	+153%	+$441K	0.03%	203
2023 Q2	$287K	Buy	7,263 +113	+2%	+$4.44K	0.01%	244
2023 Q1	$282K	Hold	7,150	–	–	0.01%	230
2022 Q4	$271K	Sell	7,150 -8,700	-55%	-$321K	0.02%	232
2022 Q3	$552K	Hold	15,850	–	–	0.04%	150
2022 Q2	$636K	Buy	15,850 +8,185	+107%	+$343K	0.04%	147
2022 Q1	$346K	Sell	7,665 -1,129	-13%	-$53.3K	0.02%	231
2021 Q4	$430K	Buy	8,794 +1,612	+22%	+$81.1K	0.03%	200
2021 Q3	$361K	Sell	7,182 -2,835	-28%	-$148K	0.02%	201
2021 Q2	$552K	Sell	10,017 -503	-5%	-$27.3K	0.03%	169
2021 Q1	$561K	Buy	10,520 +3,100	+42%	+$170K	0.03%	167
2020 Q4	$384K	Hold	7,420	–	–	0.02%	185
2020 Q3	$327K	Sell	7,420 -105	-1%	-$4.61K	0.02%	194
2020 Q2	$301K	Sell	7,525 -34,175	-82%	-$1.28M	0.02%	196
2020 Q1	$1.42M	Sell	41,700 -4,532	-10%	-$186K	0.11%	80
2019 Q4	$2.07M	Sell	46,232 -1,011	-2%	-$43.4K	0.13%	78
2019 Q3	$1.93M	Sell	47,243 -2,973	-6%	-$123K	0.12%	82
2019 Q2	$2.15M	Buy	50,216 +1,132	+2%	+$48.1K	0.13%	75
2019 Q1	$2.11M	Sell	49,084 -190	-0.4%	-$8K	0.12%	77
2018 Q4	$1.93M	Buy	+49,274	New	+$1.97M	0.12%	76
2018 Q3	–	Sell	-49,451	Closed	-$2.14M	–	199
2018 Q2	$2.14M	Sell	49,451 -17,368	-26%	-$804K	0.12%	78
2018 Q1	$3.23M	Sell	66,819 -211	-0.3%	-$10.3K	0.17%	63
2017 Q4	$3.16M	Sell	67,030 -2,605	-4%	-$121K	0.16%	67
2017 Q3	$3.12M	Sell	69,635 -148	-0.2%	-$6.51K	0.17%	68
2017 Q2	$2.89M	Sell	69,783 -1,153	-2%	-$46.9K	0.16%	65
2017 Q1	$2.79M	Sell	70,936 -125	-0.2%	-$4.75K	0.16%	66
2016 Q4	$2.49M	Sell	71,061 -4,478	-6%	-$162K	0.16%	68
2016 Q3	$2.83M	Sell	75,539 -11,545	-13%	-$422K	0.19%	61
2016 Q2	$2.99M	Sell	87,084 -19,947	-19%	-$670K	0.21%	57
2016 Q1	$3.67M	Sell	107,031 -130,826	-55%	-$4.05M	0.25%	48
2015 Q4	$9.35M	Buy	237,857 +87,466	+58%	+$3M	0.68%	20
2015 Q3	$4.93M	Sell	150,391 -870	-0.6%	-$30.7K	0.34%	32
2015 Q2	$5.99M	Sell	151,261 -48,725	-24%	-$2.04M	0.35%	29
2015 Q1	$8.03M	Sell	199,986 -37,871	-16%	-$1.51M	0.45%	24
2014 Q4	$9.35M	Sell	237,857 -21,342	-8%	-$867K	0.55%	20
2014 Q3	$10.8M	Sell	259,199 -44,094	-15%	-$1.95M	0.65%	19
2014 Q2	$13.1M	Buy	303,293 +8,360	+3%	+$355K	0.77%	17
2014 Q1	$12.1M	Buy	294,933 +8,014	+3%	+$314K	0.75%	20
2013 Q4	$12M	Sell	286,919 -37,235	-11%	-$1.56M	0.78%	21
2013 Q3	$13.2M	Sell	324,154 -7,215	-2%	-$286K	0.98%	18
2013 Q2	$12.8M	Buy	+331,369	New	+$13.8M	1.02%	16