Clifford Swan Investment Counsel’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Hold |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.82M | Hold |
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|
2024
Q1 | $1.76M | Hold |
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|
2023
Q4 | $1.72M | Hold |
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|
2023
Q3 | $1.62M | Hold |
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|
2023
Q2 | $1.69M | Hold |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.15M | Hold |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $2.62M | Hold |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $930K | Hold |
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|
2019
Q4 | $1.22M | Hold |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.22M | Hold |
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|
2019
Q1 | $1.22M | Hold |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.66M | Hold |
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|
2018
Q2 | $1.68M | Hold |
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|
2018
Q1 | $1.87M | Buy |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.56M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.14M | Hold |
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|
2016
Q3 | $1.21M | Buy |
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|
2016
Q2 | $926K | Buy |
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|
2016
Q1 | $463K | Buy |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $425K | Buy |
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|
2015
Q2 | $472K | Buy |
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|
2015
Q1 | $430K | Buy |
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|
2014
Q4 | $343K | Buy |
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|
2014
Q3 | $298K | Hold |
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|
2014
Q2 | $310K | Buy |
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|
2014
Q1 | $229K | Buy |
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|
2013
Q4 | $204K | Buy |
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