Daymark 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
$1.07M Sell
22,166
-341
-2% -$16.5K 0.04% 256
2025
Q1
$984K Sell
22,507
-5,652
-20% -$247K 0.04% 243
2024
Q4
$1.18M Sell
28,159
-385
-1% -$16.1K 0.05% 216
2024
Q3
$1.31M Sell
28,544
-865
-3% -$39.7K 0.06% 209
2024
Q2
$1.25M Buy
29,409
+5,459
+23% +$233K 0.06% 207
2024
Q1
$984K Buy
23,950
+539
+2% +$22.1K 0.05% 199
2023
Q4
$941K Buy
23,411
+575
+3% +$23.1K 0.06% 193
2023
Q3
$867K Buy
22,836
+9,528
+72% +$362K 0.06% 182
2023
Q2
$526K Buy
+13,308
New +$526K 0.04% 229