Elevation Wealth Partners’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
Q3 | $525K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $41.2K | Hold |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $42.9K | Buy |
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