Crestwood Advisors Group’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 | $879K | Buy |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $794K | Sell |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $897K | Sell |
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|
2022
Q3 | $965K | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $16M | Buy |
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|
2019
Q4 | $1.77M | Sell |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $380K | Hold |
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|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $414K | Buy |
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|
2017
Q3 | $309K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $77K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $430K | Sell |
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|
2013
Q3 | $440K | Sell |
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|
2013
Q2 | $529K | Buy |
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