FA
Fiducient 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 | $4.75M | Sell |
98,504
-66
| -0.1% | -$3.18K | 0.58% | 32 |
|
2025
Q1 | $4.31M | Sell |
98,570
-4,581
| -4% | -$200K | 0.54% | 28 |
|
2024
Q4 | $4.31M | Buy |
103,151
+6,279
| +6% | +$263K | 0.53% | 31 |
|
2024
Q3 | $4.44M | Sell |
96,872
-312
| -0.3% | -$14.3K | 0.51% | 32 |
|
2024
Q2 | $4.14M | Buy |
97,184
+22,838
| +31% | +$973K | 0.57% | 27 |
|
2024
Q1 | $3.05M | Buy |
74,346
+66,048
| +796% | +$2.71M | 0.6% | 27 |
|
2023
Q4 | $334K | Buy |
8,298
+420
| +5% | +$16.9K | 0.06% | 94 |
|
2023
Q3 | $299K | Buy |
+7,878
| New | +$299K | 0.02% | 91 |
|
2022
Q3 | – | Sell |
-8,641
| Closed | -$346K | – | 63 |
|
2022
Q2 | $346K | Buy |
+8,641
| New | +$346K | 0.13% | 58 |
|
2021
Q1 | – | Sell |
-30,736
| Closed | -$1.59M | – | 82 |
|
2020
Q4 | $1.59M | Buy |
+30,736
| New | +$1.59M | 0.59% | 17 |
|
2020
Q1 | – | Sell |
-7,128
| Closed | -$320K | – | 23 |
|
2019
Q4 | $320K | Sell |
7,128
-51
| -0.7% | -$2.29K | 0.17% | 18 |
|
2019
Q3 | $293K | Sell |
7,179
-1,016
| -12% | -$41.5K | 0.17% | 18 |
|
2019
Q2 | $352K | Sell |
8,195
-2,820
| -26% | -$121K | 0.21% | 17 |
|
2019
Q1 | $473K | Sell |
11,015
-15,575
| -59% | -$669K | 0.23% | 17 |
|
2018
Q4 | $1.04M | Buy |
26,590
+3,909
| +17% | +$153K | 0.6% | 14 |
|
2018
Q3 | $973K | Sell |
22,681
-5,837
| -20% | -$250K | 0.49% | 13 |
|
2018
Q2 | $1.24M | Buy |
28,518
+159
| +0.6% | +$6.89K | 0.63% | 13 |
|
2018
Q1 | $1.37M | Buy |
+28,359
| New | +$1.37M | 0.7% | 13 |
|