Congress Wealth Management’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	$551K	Sell	11,431 -118,580	-91%	-$5.33M	0.01%	893
2025 Q1	$5.68M	Sell	130,011 -68,521	-35%	-$2.98M	0.07%	309
2024 Q4	$8.3M	Buy	198,532 +74,090	+60%	+$3.28M	0.11%	220
2024 Q3	$5.71M	Buy	124,442 +28,940	+30%	+$1.25M	0.08%	276
2024 Q2	$4.07M	Buy	95,502 +10,658	+13%	+$447K	0.06%	273
2024 Q1	$3.49M	Sell	84,844 -91,342	-52%	-$3.63M	0.06%	263
2023 Q4	$7.08M	Buy	176,186 +89,220	+103%	+$3.44M	0.13%	188
2023 Q3	$3.3M	Buy	86,966 +34,865	+67%	+$1.38M	0.07%	258
2023 Q2	$2.06M	Sell	52,101 -4,627	-8%	-$182K	0.05%	258
2023 Q1	$2.24M	Sell	56,728 -140,520	-71%	-$5.59M	0.05%	253
2022 Q4	$7.48M	Buy	197,248 +152,391	+340%	+$5.62M	0.19%	153
2022 Q3	$1.56M	Sell	44,857 -3,864	-8%	-$151K	0.04%	294
2022 Q2	$1.95M	Sell	48,721 -1,646	-3%	-$69.1K	0.05%	276
2022 Q1	$2.27M	Sell	50,367 -68,816	-58%	-$3.25M	0.05%	285
2021 Q4	$5.82M	Buy	+119,183	New	+$6M	0.12%	202