EverSource Wealth Advisors’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 | $168K | Sell |
3,485
-1,044
| -23% | -$50.4K | 0.01% | 939 |
|
|
2025
Q1 | $198K | Sell |
4,529
-2,712
| -37% | -$119K | 0.01% | 664 |
|
|
2024
Q4 | $303K | Sell |
7,241
-1,858
| -20% | -$77.7K | 0.02% | 503 |
|
|
2024
Q3 | $417K | Sell |
9,099
-715
| -7% | -$32.8K | 0.03% | 370 |
|
|
2024
Q2 | $422K | Buy |
9,814
+5,623
| +134% | +$242K | 0.03% | 353 |
|
|
2024
Q1 | $172K | Buy |
4,191
+170
| +4% | +$6.97K | 0.01% | 537 |
|
|
2023
Q4 | $162K | Sell |
4,021
-2,011
| -33% | -$80.9K | 0.01% | 489 |
|
|
2023
Q3 | $229K | Buy |
6,032
+1,230
| +26% | +$46.7K | 0.02% | 368 |
|
|
2023
Q2 | $190K | Sell |
4,802
-245
| -5% | -$9.69K | 0.02% | 405 |
|
|
2023
Q1 | $199K | Sell |
5,047
-5,350
| -51% | -$211K | 0.02% | 372 |
|
|
2022
Q4 | $394K | Buy |
10,397
+2,849
| +38% | +$108K | 0.06% | 232 |
|
|
2022
Q3 | $263K | Buy |
7,548
+7,068
| +1,473% | +$246K | 0.06% | 258 |
|
|
2022
Q2 | $19K | Buy |
480
+55
| +13% | +$2.18K | ﹤0.01% | 841 |
|
|
2022
Q1 | $19K | Buy |
+425
| New | +$19K | ﹤0.01% | 715 |
|