EverSource Wealth Advisors’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
Q2 | $168K | Sell |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $172K | Buy |
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|
2023
Q4 | $162K | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $199K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $19K | Buy |
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