Everett Harris & Co’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  | $838K | Hold | 
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| 
        
          
      
        2025
         Q2  | $757K | Sell | 
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| 
        
          
      
        2025
         Q1  | $707K | Sell | 
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| 
        
          
      
        2024
         Q4  | $686K | Buy | 
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| 
        
          
      
        2024
         Q3  | $752K | Sell | 
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| 
        
          
      
        2024
         Q2  | $712K | Sell | 
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| 
        
          
      
        2024
         Q1  | $753K | Hold | 
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| 
        
          
      
        2023
         Q4  | $737K | Sell | 
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| 
        
          
      
        2023
         Q3  | $709K | Hold | 
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| 
        
          
      
        2023
         Q2  | $739K | Sell | 
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| 
        
          
      
        2023
         Q1  | $760K | Sell | 
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| 
        
          
      
        2022
         Q4  | $736K | Sell | 
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| 
        
          
      
        2022
         Q3  | $684K | Sell | 
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| 
        
          
      
        2022
         Q2  | $1.25M | Sell | 
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| 
        
          
      
        2022
         Q1  | $1.43M | Hold | 
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| 
        
          
      
        2021
         Q4  | $1.54M | Sell | 
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| 
        
          
      
        2021
         Q3  | $1.66M | Sell | 
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| 
        
          
      
        2021
         Q2  | $1.86M | Buy | 
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| 
        
          
      
        2021
         Q1  | $1.76M | Sell | 
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| 
        
          
      
        2020
         Q4  | $2.01M | Sell | 
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| 
        
          
      
        2020
         Q3  | $1.73M | Hold | 
         | 
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| 
        
          
      
        2020
         Q2  | $1.57M | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $1.36M | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $1.01M | Sell | 
         | 
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| 
        
          
      
        2019
         Q3  | $1.73M | Buy | 
         | 
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| 
        
          
      
        2019
         Q2  | $1.66M | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $1.64M | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $1.56M | Hold | 
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| 
        
          
      
        2018
         Q3  | $1.71M | Buy | 
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| 
        
          
      
        2018
         Q2  | $1.72M | Hold | 
         | 
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| 
        
          
      
        2018
         Q1  | $1.92M | Buy | 
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| 
        
          
      
        2017
         Q4  | $1.22M | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $1.14M | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $1.07M | Buy | 
         | 
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| 
        
          
      
        2017
         Q1  | $932K | Buy | 
         | 
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| 
        
          
      
        2016
         Q4  | $819K | Sell | 
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| 
        
          
      
        2016
         Q3  | $998K | Sell | 
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| 
        
          
      
        2016
         Q2  | $1.03M | Hold | 
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| 
        
          
      
        2016
         Q1  | $1.02M | Buy | 
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| 
        
          
      
        2015
         Q4  | $955K | Buy | 
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| 
        
          
      
        2015
         Q3  | $950K | Hold | 
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| 
        
          
      
        2015
         Q2  | $1.15M | Sell | 
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| 
        
          
      
        2015
         Q1  | $1.25M | Sell | 
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| 
        
          
      
        2014
         Q4  | $1.24M | Sell | 
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| 
        
          
      
        2014
         Q3  | $1.42M | Buy | 
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| 
        
          
      
        2014
         Q2  | $1.4M | Buy | 
         | 
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| 
        
          
      
        2014
         Q1  | $1.3M | Sell | 
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| 
        
          
      
        2013
         Q4  | $1.36M | Sell | 
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| 
        
          
      
        2013
         Q3  | $1.33M | Sell | 
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| 
        
          
      
        2013
         Q2  | $1.28M | Buy | 
         |