Evolution 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
Q3 | $1.11M | Hold |
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|
2025
Q2 | $998K | Buy |
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|
2025
Q1 | $755K | Hold |
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|
2024
Q4 | $723K | Hold |
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|
2024
Q3 | $792K | Hold |
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|
2024
Q2 | $736K | Sell |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $1.06M | Hold |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $937K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $736 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $80K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $40K | Buy |
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