EWM
Evercore 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 | $948K | Hold |
19,661
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $859K | Sell |
19,661
-326
| -2% | -$14.2K | 0.01% | 227 |
|
|
2024
Q4 | $836K | Sell |
19,987
-6,094
| -23% | -$255K | 0.01% | 227 |
|
|
2024
Q3 | $1.2M | Sell |
26,081
-1,598
| -6% | -$73.3K | 0.02% | 209 |
|
|
2024
Q2 | $1.18M | Sell |
27,679
-824
| -3% | -$35.1K | 0.02% | 207 |
|
|
2024
Q1 | $1.17M | Sell |
28,503
-6,197
| -18% | -$255K | 0.02% | 205 |
|
|
2023
Q4 | $1.4M | Sell |
34,700
-3,431
| -9% | -$138K | 0.02% | 187 |
|
|
2023
Q3 | $1.45M | Sell |
38,131
-2,538
| -6% | -$96.3K | 0.03% | 181 |
|
|
2023
Q2 | $1.61M | Buy |
40,669
+761
| +2% | +$30.1K | 0.03% | 176 |
|
|
2023
Q1 | $1.57M | Hold |
39,908
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $1.51M | Buy |
39,908
+968
| +2% | +$36.7K | 0.03% | 173 |
|
|
2022
Q3 | $1.36M | Buy |
38,940
+3,203
| +9% | +$112K | 0.03% | 172 |
|
|
2022
Q2 | $1.43M | Sell |
35,737
-133
| -0.4% | -$5.33K | 0.03% | 174 |
|
|
2022
Q1 | $1.62M | Sell |
35,870
-1,690
| -4% | -$76.3K | 0.03% | 179 |
|
|
2021
Q4 | $1.84M | Buy |
37,560
+4,348
| +13% | +$212K | 0.03% | 171 |
|
|
2021
Q3 | $1.67M | Sell |
33,212
-33,057
| -50% | -$1.67M | 0.03% | 180 |
|
|
2021
Q2 | $3.66M | Sell |
66,269
-270
| -0.4% | -$14.9K | 0.07% | 122 |
|
|
2021
Q1 | $3.55M | Sell |
66,539
-1,494
| -2% | -$79.7K | 0.07% | 123 |
|
|
2020
Q4 | $3.52M | Buy |
68,033
+10,563
| +18% | +$546K | 0.08% | 118 |
|
|
2020
Q3 | $2.53M | Sell |
57,470
-4,250
| -7% | -$187K | 0.06% | 129 |
|
|
2020
Q2 | $2.47M | Buy |
61,720
+7,492
| +14% | +$300K | 0.07% | 128 |
|
|
2020
Q1 | $1.85M | Sell |
54,228
-2,724
| -5% | -$93K | 0.06% | 136 |
|
|
2019
Q4 | $2.56M | Sell |
56,952
-1,490
| -3% | -$66.9K | 0.07% | 138 |
|
|
2019
Q3 | $2.39M | Sell |
58,442
-1,751
| -3% | -$71.6K | 0.07% | 136 |
|
|
2019
Q2 | $2.58M | Buy |
60,193
+3,878
| +7% | +$166K | 0.08% | 133 |
|
|
2019
Q1 | $2.42M | Buy |
56,315
+4,855
| +9% | +$208K | 0.08% | 132 |
|
|
2018
Q4 | $2.01M | Sell |
51,460
-7,925
| -13% | -$310K | 0.08% | 133 |
|
|
2018
Q3 | $2.55M | Sell |
59,385
-973
| -2% | -$41.8K | 0.08% | 127 |
|
|
2018
Q2 | $2.62M | Buy |
60,358
+16,075
| +36% | +$696K | 0.09% | 119 |
|
|
2018
Q1 | $2.14M | Buy |
44,283
+3,477
| +9% | +$168K | 0.08% | 127 |
|
|
2017
Q4 | $1.92M | Buy |
40,806
+992
| +2% | +$46.7K | 0.07% | 140 |
|
|
2017
Q3 | $1.78M | Buy |
39,814
+124
| +0.3% | +$5.56K | 0.07% | 144 |
|
|
2017
Q2 | $1.64M | Sell |
39,690
-500
| -1% | -$20.7K | 0.06% | 151 |
|
|
2017
Q1 | $1.58M | Buy |
40,190
+20
| +0% | +$788 | 0.06% | 155 |
|
|
2016
Q4 | $1.41M | Buy |
40,170
+6,990
| +21% | +$245K | 0.06% | 156 |
|
|
2016
Q3 | $1.24M | Sell |
33,180
-1,111
| -3% | -$41.6K | 0.05% | 164 |
|
|
2016
Q2 | $1.18M | Sell |
34,291
-1,930
| -5% | -$66.3K | 0.05% | 162 |
|
|
2016
Q1 | $1.24M | Buy |
36,221
+7,254
| +25% | +$249K | 0.05% | 158 |
|
|
2015
Q4 | $933K | Buy |
28,967
+3,787
| +15% | +$122K | 0.04% | 188 |
|
|
2015
Q3 | $825K | Sell |
25,180
-7,235
| -22% | -$237K | 0.04% | 196 |
|
|
2015
Q2 | $1.29M | Sell |
32,415
-2,331
| -7% | -$92.5K | 0.06% | 174 |
|
|
2015
Q1 | $1.39M | Buy |
34,746
+14,591
| +72% | +$585K | 0.06% | 164 |
|
|
2014
Q4 | $792K | Sell |
20,155
-81,604
| -80% | -$3.21M | 0.04% | 192 |
|
|
2014
Q3 | $4.23M | Buy |
101,759
+3,285
| +3% | +$137K | 0.21% | 98 |
|
|
2014
Q2 | $4.26M | Sell |
98,474
-2,674
| -3% | -$116K | 0.22% | 99 |
|
|
2014
Q1 | $4.15M | Sell |
101,148
-49,588
| -33% | -$2.03M | 0.23% | 96 |
|
|
2013
Q4 | $6.3M | Buy |
150,736
+7,428
| +5% | +$311K | 0.35% | 80 |
|
|
2013
Q3 | $5.84M | Sell |
143,308
-11,155
| -7% | -$455K | 0.33% | 86 |
|
|
2013
Q2 | $5.95M | Buy |
+154,463
| New | +$5.95M | 0.34% | 81 |
|