Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.08M | Buy |
144,828
+93
| +0.1% | +$4.54K | 0.91% | 17 |
|
|
2021
Q3 | $7.29M | Hold |
144,735
| – | – | 1.07% | 17 |
|
|
2021
Q2 | $7.98M | Buy |
144,735
+248
| +0.2% | +$13.7K | 1.17% | 17 |
|
|
2021
Q1 | $7.71M | Hold |
144,487
| – | – | 1.25% | 17 |
|
|
2020
Q4 | $7.47M | Buy |
144,487
+463
| +0.3% | +$23.9K | 1.29% | 16 |
|
|
2020
Q3 | $6.35M | Buy |
144,024
+350
| +0.2% | +$15.4K | 1.27% | 16 |
|
|
2020
Q2 | $5.75M | Buy |
143,674
+17,593
| +14% | +$704K | 1.23% | 16 |
|
|
2020
Q1 | $4.3M | Hold |
126,081
| – | – | 1.05% | 17 |
|
|
2019
Q4 | $5.66M | Sell |
126,081
-540
| -0.4% | -$24.2K | 1.05% | 17 |
|
|
2019
Q3 | $5.18M | Hold |
126,621
| – | – | 1.05% | 17 |
|
|
2019
Q2 | $5.43M | Buy |
126,621
+369
| +0.3% | +$15.8K | 1.1% | 17 |
|
|
2019
Q1 | $5.42M | Hold |
126,252
| – | – | 1.13% | 17 |
|
|
2018
Q4 | $4.93M | Buy |
126,252
+764
| +0.6% | +$29.8K | 1.16% | 17 |
|
|
2018
Q3 | $5.39M | Hold |
125,488
| – | – | 1.11% | 17 |
|
|
2018
Q2 | $5.44M | Buy |
125,488
+476
| +0.4% | +$20.6K | 1.17% | 17 |
|
|
2018
Q1 | $6.04M | Hold |
125,012
| – | – | 1.3% | 17 |
|
|
2017
Q4 | $5.89M | Buy |
125,012
+1,841
| +1% | +$86.8K | 1.26% | 17 |
|
|
2017
Q3 | $5.52M | Sell |
123,171
-128
| -0.1% | -$5.74K | 1.22% | 17 |
|
|
2017
Q2 | $5.1M | Buy |
123,299
+566
| +0.5% | +$23.4K | 1.11% | 17 |
|
|
2017
Q1 | $4.83M | Sell |
122,733
-16
| -0% | -$630 | 1.09% | 18 |
|
|
2016
Q4 | $4.3M | Buy |
122,749
+1,372
| +1% | +$48K | 1.01% | 18 |
|
|
2016
Q3 | $4.55M | Sell |
121,377
-9,540
| -7% | -$357K | 1.09% | 18 |
|
|
2016
Q2 | $4.5M | Sell |
130,917
-565
| -0.4% | -$19.4K | 1.12% | 18 |
|
|
2016
Q1 | $4.5M | Sell |
131,482
-103,491
| -44% | -$3.54M | 1.14% | 18 |
|
|
2015
Q4 | $7.56M | Buy |
234,973
+12,001
| +5% | +$386K | 1.95% | 13 |
|
|
2015
Q3 | $7.31M | Buy |
222,972
+193,495
| +656% | +$6.34M | 2% | 13 |
|
|
2015
Q2 | $1.17M | Sell |
29,477
-17
| -0.1% | -$674 | 0.3% | 22 |
|
|
2015
Q1 | $1.18M | Hold |
29,494
| – | – | 0.3% | 22 |
|
|
2014
Q4 | $1.16M | Buy |
29,494
+392
| +1% | +$15.4K | 0.34% | 20 |
|
|
2014
Q3 | $1.21M | Buy |
29,102
+224
| +0.8% | +$9.31K | 0.38% | 19 |
|
|
2014
Q2 | $1.25M | Buy |
28,878
+3,128
| +12% | +$135K | 0.38% | 18 |
|
|
2014
Q1 | $1.06M | Buy |
25,750
+451
| +2% | +$18.5K | 0.35% | 20 |
|
|
2013
Q4 | $1.06M | Buy |
25,299
+4,858
| +24% | +$203K | 0.35% | 22 |
|
|
2013
Q3 | $833K | Buy |
20,441
+264
| +1% | +$10.8K | 0.31% | 21 |
|
|
2013
Q2 | $777K | Buy |
+20,177
| New | +$777K | 0.3% | 20 |
|