EWM
Empirical Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Hold |
11,378
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $497K | Sell |
11,378
-559
| -5% | -$24.4K | 0.01% | 402 |
|
|
2024
Q4 | $499K | Sell |
11,937
-300
| -2% | -$12.5K | 0.01% | 384 |
|
|
2024
Q3 | $561K | Sell |
12,237
-162
| -1% | -$7.43K | 0.02% | 349 |
|
|
2024
Q2 | $528K | Hold |
12,399
| – | – | 0.02% | 345 |
|
|
2024
Q1 | $509K | Sell |
12,399
-64
| -0.5% | -$2.63K | 0.02% | 339 |
|
|
2023
Q4 | $501K | Buy |
12,463
+611
| +5% | +$24.6K | 0.02% | 320 |
|
|
2023
Q3 | $450K | Buy |
11,852
+2,729
| +30% | +$104K | 0.02% | 316 |
|
|
2023
Q2 | $361K | Sell |
9,123
-130
| -1% | -$5.14K | 0.01% | 348 |
|
|
2023
Q1 | $365K | Hold |
9,253
| – | – | 0.02% | 365 |
|
|
2022
Q4 | $351K | Sell |
9,253
-273
| -3% | -$10.3K | 0.02% | 359 |
|
|
2022
Q3 | $332K | Sell |
9,526
-976
| -9% | -$34K | 0.02% | 360 |
|
|
2022
Q2 | $421K | Sell |
10,502
-1,832
| -15% | -$73.4K | 0.02% | 326 |
|
|
2022
Q1 | $557K | Buy |
12,334
+2,513
| +26% | +$113K | 0.03% | 311 |
|
|
2021
Q4 | $480K | Buy |
9,821
+510
| +5% | +$24.9K | 0.02% | 346 |
|
|
2021
Q3 | $469K | Buy |
9,311
+1,073
| +13% | +$54K | 0.03% | 310 |
|
|
2021
Q2 | $454K | Buy |
8,238
+2,042
| +33% | +$113K | 0.03% | 314 |
|
|
2021
Q1 | $330K | Sell |
6,196
-1,960
| -24% | -$104K | 0.03% | 308 |
|
|
2020
Q4 | $421K | Sell |
8,156
-54
| -0.7% | -$2.79K | 0.03% | 268 |
|
|
2020
Q3 | $362K | Sell |
8,210
-2,145
| -21% | -$94.6K | 0.03% | 257 |
|
|
2020
Q2 | $414K | Buy |
10,355
+2,765
| +36% | +$111K | 0.04% | 235 |
|
|
2020
Q1 | $259K | Buy |
7,590
+415
| +6% | +$14.2K | 0.03% | 262 |
|
|
2019
Q4 | $322K | Sell |
7,175
-605
| -8% | -$27.2K | 0.04% | 243 |
|
|
2019
Q3 | $318K | Sell |
7,780
-31
| -0.4% | -$1.27K | 0.04% | 224 |
|
|
2019
Q2 | $335K | Sell |
7,811
-100
| -1% | -$4.29K | 0.04% | 192 |
|
|
2019
Q1 | $340K | Buy |
7,911
+132
| +2% | +$5.67K | 0.05% | 173 |
|
|
2018
Q4 | $304K | Sell |
7,779
-5,700
| -42% | -$223K | 0.05% | 156 |
|
|
2018
Q3 | $579K | Buy |
+13,479
| New | +$579K | 0.1% | 107 |
|
|
2018
Q2 | – | Sell |
-9,831
| Closed | -$475K | – | 187 |
|
|
2018
Q1 | $475K | Buy |
9,831
+5,492
| +127% | +$265K | 0.09% | 105 |
|
|
2017
Q4 | $204K | Buy |
+4,339
| New | +$204K | 0.04% | 146 |
|
|
2015
Q3 | – | Sell |
-19,654
| Closed | -$779K | – | 115 |
|
|
2015
Q2 | $779K | Sell |
19,654
-2,991
| -13% | -$119K | 0.18% | 54 |
|
|
2015
Q1 | $909K | Hold |
22,645
| – | – | 0.22% | 51 |
|
|
2014
Q4 | $890K | Sell |
22,645
-481
| -2% | -$18.9K | 0.22% | 50 |
|
|
2014
Q3 | $961K | Buy |
23,126
+117
| +0.5% | +$4.86K | 0.23% | 47 |
|
|
2014
Q2 | $995K | Buy |
23,009
+119
| +0.5% | +$5.15K | 0.25% | 46 |
|
|
2014
Q1 | $939K | Buy |
22,890
+6,500
| +40% | +$267K | 0.25% | 46 |
|
|
2013
Q4 | $685K | Buy |
16,390
+3,003
| +22% | +$126K | 0.19% | 50 |
|
|
2013
Q3 | $546K | Buy |
13,387
+79
| +0.6% | +$3.22K | 0.17% | 55 |
|
|
2013
Q2 | $512K | Buy |
+13,308
| New | +$512K | 0.17% | 53 |
|