Concord Wealth Partners’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 | $236K | Buy |
4,895
+79
| +2% | +$3.81K | 0.03% | 186 |
|
|
2025
Q1 | $210K | Sell |
4,816
-385
| -7% | -$16.8K | 0.03% | 189 |
|
|
2024
Q4 | $218K | Sell |
5,201
-306
| -6% | -$12.8K | 0.04% | 193 |
|
|
2024
Q3 | $253K | Sell |
5,507
-38
| -0.7% | -$1.74K | 0.04% | 190 |
|
|
2024
Q2 | $236K | Sell |
5,545
-217
| -4% | -$9.24K | 0.04% | 182 |
|
|
2024
Q1 | $237K | Sell |
5,762
-87
| -1% | -$3.57K | 0.04% | 195 |
|
|
2023
Q4 | $235K | Buy |
5,849
+108
| +2% | +$4.34K | 0.05% | 180 |
|
|
2023
Q3 | $218K | Hold |
5,741
| – | – | 0.05% | 191 |
|
|
2023
Q2 | $227K | Sell |
5,741
-633
| -10% | -$25K | 0.05% | 185 |
|
|
2023
Q1 | $252K | Sell |
6,374
-511
| -7% | -$20.2K | 0.07% | 139 |
|
|
2022
Q4 | $261K | Sell |
6,885
-232
| -3% | -$8.79K | 0.08% | 138 |
|
|
2022
Q3 | $248K | Buy |
7,117
+956
| +16% | +$33.3K | 0.08% | 136 |
|
|
2022
Q2 | $247K | Sell |
6,161
-10,985
| -64% | -$440K | 0.07% | 139 |
|
|
2022
Q1 | $774K | Buy |
17,146
+3,347
| +24% | +$151K | 0.2% | 71 |
|
|
2021
Q4 | $674K | Buy |
+13,799
| New | +$674K | 0.16% | 77 |
|