Elevation 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 | $474K | Hold |
9,831
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $430K | Sell |
9,831
-781
| -7% | -$34.1K | 0.19% | 74 |
|
|
2024
Q4 | $444K | Sell |
10,612
-425
| -4% | -$17.8K | 0.19% | 73 |
|
|
2024
Q3 | $506K | Hold |
11,037
| – | – | 0.22% | 71 |
|
|
2024
Q2 | $470K | Sell |
11,037
-4,310
| -28% | -$184K | 0.22% | 71 |
|
|
2024
Q1 | $630K | Sell |
15,347
-5,648
| -27% | -$232K | 0.31% | 53 |
|
|
2023
Q4 | $797K | Buy |
20,995
+19,909
| +1,833% | +$756K | 0.48% | 43 |
|
|
2023
Q3 | $41.2K | Hold |
1,086
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $43K | Hold |
1,086
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $42.9K | Buy |
+1,086
| New | +$42.9K | 0.04% | 176 |
|