Colton Groome Financial 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 | $12.1M | Buy |
250,888
+11,231
| +5% | +$542K | 4.1% | 4 |
|
|
2025
Q1 | $10.5M | Sell |
239,657
-6,696
| -3% | -$293K | 4.07% | 4 |
|
|
2024
Q4 | $10.3M | Sell |
246,353
-3,563
| -1% | -$149K | 3.94% | 4 |
|
|
2024
Q3 | $11.5M | Buy |
249,916
+4,417
| +2% | +$203K | 4.29% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
245,499
+10,208
| +4% | +$435K | 4.12% | 4 |
|
|
2024
Q1 | $9.67M | Buy |
235,291
+20,017
| +9% | +$822K | 3.89% | 4 |
|
|
2023
Q4 | $8.66M | Buy |
215,274
+45,236
| +27% | +$1.82M | 3.78% | 4 |
|
|
2023
Q3 | $6.45M | Buy |
170,038
+19,832
| +13% | +$753K | 3.23% | 4 |
|
|
2023
Q2 | $5.94M | Buy |
150,206
+44,329
| +42% | +$1.75M | 2.79% | 6 |
|
|
2023
Q1 | $4.18M | Buy |
105,877
+36,880
| +53% | +$1.46M | 1.99% | 14 |
|
|
2022
Q4 | $2.61M | Buy |
68,997
+25,024
| +57% | +$948K | 1.28% | 24 |
|
|
2022
Q3 | $1.53M | Buy |
43,973
+5,901
| +15% | +$206K | 0.78% | 35 |
|
|
2022
Q2 | $1.53M | Sell |
38,072
-5,163
| -12% | -$207K | 0.76% | 30 |
|
|
2022
Q1 | $1.95M | Buy |
43,235
+21,291
| +97% | +$961K | 0.9% | 27 |
|
|
2021
Q4 | $1.07M | Buy |
21,944
+5,206
| +31% | +$254K | 0.44% | 48 |
|
|
2021
Q3 | $843K | Buy |
16,738
+8,915
| +114% | +$449K | 0.37% | 44 |
|
|
2021
Q2 | $431K | Buy |
7,823
+2,463
| +46% | +$136K | 0.2% | 72 |
|
|
2021
Q1 | $286K | Buy |
+5,360
| New | +$286K | 0.16% | 59 |
|
|
2020
Q2 | – | Sell |
-37,537
| Closed | -$1.28M | – | 57 |
|
|
2020
Q1 | $1.28M | Buy |
+37,537
| New | +$1.28M | 1.06% | 16 |
|