Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $822K | Hold |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $1.79M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $2.07M | Sell |
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|
2018
Q4 | $1.94M | Sell |
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|
2018
Q3 | $2.25M | Buy |
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