Cyndeo Wealth Partners’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 | $1.22M | Sell |
25,327
-678
| -3% | -$32.7K | 0.07% | 203 |
|
|
2025
Q1 | $1.14M | Sell |
26,005
-2,100
| -7% | -$91.8K | 0.07% | 200 |
|
|
2024
Q4 | $1.18M | Buy |
28,105
+2,259
| +9% | +$94.5K | 0.08% | 202 |
|
|
2024
Q3 | $1.19M | Sell |
25,846
-734
| -3% | -$33.7K | 0.08% | 200 |
|
|
2024
Q2 | $1.13M | Buy |
26,580
+442
| +2% | +$18.8K | 0.09% | 196 |
|
|
2024
Q1 | $1.07M | Sell |
26,138
-21,303
| -45% | -$875K | 0.09% | 189 |
|
|
2023
Q4 | $1.91M | Buy |
47,441
+20,760
| +78% | +$835K | 0.18% | 147 |
|
|
2023
Q3 | $1.01M | Buy |
26,681
+436
| +2% | +$16.5K | 0.11% | 170 |
|
|
2023
Q2 | $1.04M | Sell |
26,245
-5,274
| -17% | -$209K | 0.11% | 165 |
|
|
2023
Q1 | $1.24M | Buy |
31,519
+32
| +0.1% | +$1.26K | 0.13% | 159 |
|
|
2022
Q4 | $1.19M | Buy |
+31,487
| New | +$1.19M | 0.14% | 156 |
|