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
2025
Q1
$5.68M Sell
2024
Q4
$8.3M Buy
2024
Q3
$5.71M Buy
2024
Q2
$4.07M Buy
2024
Q1
$3.49M Sell
2023
Q4
$7.08M Buy
2023
Q3
$3.3M Buy
2023
Q2
$2.06M Sell
2023
Q1
$2.24M Sell
2022
Q4
$7.48M Buy
2022
Q3
$1.56M Sell
2022
Q2
$1.95M Sell
2022
Q1
$2.27M Sell
2021
Q4
$5.82M Buy