Congress Wealth Management’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 | $551K | Sell |
11,431
-118,580
| -91% | -$5.72M | 0.01% | 893 |
|
|
2025
Q1 | $5.68M | Sell |
130,011
-68,521
| -35% | -$3M | 0.07% | 309 |
|
|
2024
Q4 | $8.3M | Buy |
198,532
+74,090
| +60% | +$3.1M | 0.11% | 220 |
|
|
2024
Q3 | $5.71M | Buy |
124,442
+28,940
| +30% | +$1.33M | 0.08% | 276 |
|
|
2024
Q2 | $4.07M | Buy |
95,502
+10,658
| +13% | +$454K | 0.06% | 273 |
|
|
2024
Q1 | $3.49M | Sell |
84,844
-91,342
| -52% | -$3.75M | 0.06% | 263 |
|
|
2023
Q4 | $7.08M | Buy |
176,186
+89,220
| +103% | +$3.59M | 0.13% | 188 |
|
|
2023
Q3 | $3.3M | Buy |
86,966
+34,865
| +67% | +$1.32M | 0.07% | 258 |
|
|
2023
Q2 | $2.06M | Sell |
52,101
-4,627
| -8% | -$183K | 0.05% | 258 |
|
|
2023
Q1 | $2.24M | Sell |
56,728
-140,520
| -71% | -$5.55M | 0.05% | 253 |
|
|
2022
Q4 | $7.48M | Buy |
197,248
+152,391
| +340% | +$5.78M | 0.19% | 153 |
|
|
2022
Q3 | $1.57M | Sell |
44,857
-3,864
| -8% | -$135K | 0.04% | 294 |
|
|
2022
Q2 | $1.95M | Sell |
48,721
-1,646
| -3% | -$66K | 0.05% | 276 |
|
|
2022
Q1 | $2.28M | Sell |
50,367
-68,816
| -58% | -$3.11M | 0.05% | 285 |
|
|
2021
Q4 | $5.82M | Buy |
+119,183
| New | +$5.82M | 0.12% | 201 |
|