Evernest Financial Advisors’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
$498K Buy
10,315
+4,855
+89% +$234K 0.16% 112
2025
Q1
$239K Sell
5,460
-463
-8% -$20.2K 0.09% 141
2024
Q4
$248K Hold
5,923
0.06% 143
2024
Q3
$272K Hold
5,923
0.07% 136
2024
Q2
$252K Hold
5,923
0.11% 118
2024
Q1
$235K Buy
+5,923
New +$235K 0.11% 117