Evoke Wealth’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 | $1.47M | Buy |
30,392
+142
| +0.5% | +$6.85K | 0.03% | 188 |
|
2025
Q1 | $1.32M | Buy |
30,250
+170
| +0.6% | +$7.43K | 0.03% | 168 |
|
2024
Q4 | $1.26M | Sell |
30,080
-5,514
| -15% | -$231K | 0.04% | 171 |
|
2024
Q3 | $1.63M | Buy |
+35,594
| New | +$1.63M | 0.04% | 140 |
|
2024
Q2 | – | Sell |
-59,240
| Closed | -$2.43M | – | 185 |
|
2024
Q1 | $2.43M | Buy |
+59,240
| New | +$2.43M | 0.07% | 98 |
|
2023
Q4 | – | Sell |
-71,005
| Closed | -$2.69M | – | 168 |
|
2023
Q3 | $2.69M | Sell |
71,005
-3,114
| -4% | -$118K | 0.09% | 98 |
|
2023
Q2 | $2.93M | Buy |
74,119
+8,080
| +12% | +$320K | 0.1% | 92 |
|
2023
Q1 | $2.61M | Sell |
66,039
-3
| -0% | -$118 | 0.09% | 98 |
|
2022
Q4 | $2.5M | Sell |
66,042
-150,713
| -70% | -$5.71M | 0.09% | 101 |
|
2022
Q3 | $7.56M | Hold |
216,755
| – | – | 0.31% | 38 |
|
2022
Q2 | $8.69M | Buy |
216,755
+188
| +0.1% | +$7.54K | 0.32% | 40 |
|
2022
Q1 | $9.78M | Sell |
216,567
-17,474
| -7% | -$789K | 0.32% | 39 |
|
2021
Q4 | $11.4M | Buy |
234,041
+20,059
| +9% | +$980K | 0.36% | 39 |
|
2021
Q3 | $10.8M | Buy |
213,982
+570
| +0.3% | +$28.7K | 0.4% | 33 |
|
2021
Q2 | $11.8M | Buy |
213,412
+5,840
| +3% | +$322K | 0.45% | 33 |
|
2021
Q1 | $11.1M | Buy |
207,572
+18,554
| +10% | +$990K | 0.5% | 28 |
|
2020
Q4 | $9.77M | Buy |
189,018
+227
| +0.1% | +$11.7K | 0.66% | 22 |
|
2020
Q3 | $8.32M | Buy |
188,791
+10,979
| +6% | +$484K | 0.67% | 24 |
|
2020
Q2 | $7.11M | Sell |
177,812
-129,209
| -42% | -$5.17M | 0.69% | 20 |
|
2020
Q1 | $10.5M | Buy |
+307,021
| New | +$10.5M | 1.49% | 14 |
|
2019
Q4 | – | Sell |
-279,466
| Closed | -$11.4M | – | 1303 |
|
2019
Q3 | $11.4M | Buy |
+279,466
| New | +$11.4M | 1.41% | 15 |
|