Crewe Advisors’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 | $1.67M | Sell |
34,634
-195
| -0.6% | -$9.41K | 0.24% | 51 |
|
2025
Q1 | $1.52M | Buy |
34,829
+55
| +0.2% | +$2.4K | 0.21% | 43 |
|
2024
Q4 | $1.45M | Buy |
34,774
+175
| +0.5% | +$7.32K | 0.2% | 45 |
|
2024
Q3 | $1.59M | Buy |
34,599
+2,405
| +7% | +$110K | 0.18% | 45 |
|
2024
Q2 | $1.37M | Buy |
32,194
+3,880
| +14% | +$165K | 0.15% | 61 |
|
2024
Q1 | $1.16M | Sell |
28,314
-9,688
| -25% | -$398K | 0.14% | 63 |
|
2023
Q4 | $1.53M | Hold |
38,002
| – | – | 0.24% | 32 |
|
2023
Q3 | $1.44M | Buy |
38,002
+61
| +0.2% | +$2.32K | 0.25% | 32 |
|
2023
Q2 | $1.5M | Buy |
37,941
+636
| +2% | +$25.2K | 0.21% | 42 |
|
2023
Q1 | $1.47M | Buy |
37,305
+3,055
| +9% | +$121K | 0.21% | 44 |
|
2022
Q4 | $1.3M | Buy |
34,250
+1,773
| +5% | +$67.2K | 0.21% | 47 |
|
2022
Q3 | $1.13M | Buy |
32,477
+1,100
| +4% | +$38.4K | 0.2% | 42 |
|
2022
Q2 | $1.26M | Buy |
31,377
+740
| +2% | +$29.7K | 0.28% | 31 |
|
2022
Q1 | $1.38M | Buy |
30,637
+14,109
| +85% | +$637K | 0.27% | 28 |
|
2021
Q4 | $807K | Buy |
16,528
+15,451
| +1,435% | +$754K | 0.16% | 33 |
|
2021
Q3 | $54K | Hold |
1,077
| – | – | 0.01% | 147 |
|
2021
Q2 | $59K | Hold |
1,077
| – | – | 0.01% | 145 |
|
2021
Q1 | $57K | Hold |
1,077
| – | – | 0.01% | 142 |
|
2020
Q4 | $56K | Hold |
1,077
| – | – | 0.02% | 132 |
|
2020
Q3 | $47K | Hold |
1,077
| – | – | 0.02% | 131 |
|
2020
Q2 | $43K | Hold |
1,077
| – | – | 0.02% | 113 |
|
2020
Q1 | $37K | Hold |
1,077
| – | – | 0.02% | 100 |
|
2019
Q4 | $48K | Hold |
1,077
| – | – | 0.02% | 115 |
|
2019
Q3 | $44K | Hold |
1,077
| – | – | 0.02% | 123 |
|
2019
Q2 | $46K | Hold |
1,077
| – | – | 0.02% | 146 |
|
2019
Q1 | $46K | Hold |
1,077
| – | – | 0.01% | 125 |
|
2018
Q4 | $42K | Hold |
1,077
| – | – | 0.01% | 121 |
|
2018
Q3 | $46K | Hold |
1,077
| – | – | 0.04% | 127 |
|
2018
Q2 | $47K | Hold |
1,077
| – | – | 0.04% | 126 |
|
2018
Q1 | $52K | Hold |
1,077
| – | – | 0.05% | 110 |
|
2017
Q4 | $51K | Buy |
+1,077
| New | +$51K | 0.05% | 115 |
|