Clarity Wealth Advisors’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 | $7.53M | Buy |
156,090
+12,508
| +9% | +$603K | 1.86% | 20 |
|
2025
Q1 | $6.27M | Buy |
143,582
+4,827
| +3% | +$211K | 1.74% | 22 |
|
2024
Q4 | $5.8M | Buy |
138,755
+7,199
| +5% | +$301K | 1.58% | 23 |
|
2024
Q3 | $6.03M | Buy |
131,556
+10,182
| +8% | +$467K | 1.75% | 17 |
|
2024
Q2 | $5.17M | Buy |
121,374
+5,533
| +5% | +$236K | 1.67% | 19 |
|
2024
Q1 | $4.76M | Buy |
115,841
+8,797
| +8% | +$361K | 1.61% | 20 |
|
2023
Q4 | $4.3M | Buy |
107,044
+7,636
| +8% | +$307K | 1.63% | 18 |
|
2023
Q3 | $3.77M | Buy |
99,408
+5,023
| +5% | +$191K | 1.71% | 19 |
|
2023
Q2 | $3.73M | Buy |
94,385
+3,344
| +4% | +$132K | 1.68% | 19 |
|
2023
Q1 | $3.59M | Buy |
91,041
+5,037
| +6% | +$199K | 1.83% | 17 |
|
2022
Q4 | $3.26M | Sell |
86,004
-13,444
| -14% | -$510K | 1.88% | 19 |
|
2022
Q3 | $3.47M | Buy |
99,448
+1,727
| +2% | +$60.2K | 2.09% | 16 |
|
2022
Q2 | $3.92M | Buy |
97,721
+1,536
| +2% | +$61.6K | 2.24% | 16 |
|
2022
Q1 | $4.34M | Buy |
96,185
+6,122
| +7% | +$276K | 2.06% | 16 |
|
2021
Q4 | $4.4M | Buy |
90,063
+6,388
| +8% | +$312K | 2.04% | 15 |
|
2021
Q3 | $4.22M | Buy |
83,675
+7,054
| +9% | +$355K | 2.08% | 17 |
|
2021
Q2 | $4.23M | Buy |
76,621
+7,132
| +10% | +$393K | 2.19% | 16 |
|
2021
Q1 | $3.71M | Buy |
69,489
+8,432
| +14% | +$450K | 2.11% | 16 |
|
2020
Q4 | $3.15M | Buy |
61,057
+10,424
| +21% | +$538K | 1.91% | 17 |
|
2020
Q3 | $2.23M | Buy |
50,633
+17,042
| +51% | +$751K | 1.6% | 19 |
|
2020
Q2 | $1.34M | Buy |
+33,591
| New | +$1.34M | 1.06% | 28 |
|