Falcon Wealth Planning’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $771K | Sell |
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|
2025
Q2 | $786K | Sell |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $934K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $700K | Buy |
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