Financial Advocates Investment Management’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 | $912K | Sell |
18,911
-56
| -0.3% | -$2.7K | 0.07% | 243 |
|
|
2025
Q1 | $829K | Sell |
18,967
-3,123
| -14% | -$136K | 0.06% | 320 |
|
|
2024
Q4 | $924K | Buy |
22,090
+12,854
| +139% | +$538K | 0.05% | 317 |
|
|
2024
Q3 | $589K | Sell |
9,236
-14,436
| -61% | -$921K | 0.03% | 413 |
|
|
2024
Q2 | $1.01M | Buy |
23,672
+15,666
| +196% | +$667K | 0.06% | 290 |
|
|
2024
Q1 | $316K | Sell |
8,006
-4,314
| -35% | -$170K | 0.02% | 569 |
|
|
2023
Q4 | $803K | Sell |
12,320
-43,521
| -78% | -$2.84M | 0.05% | 332 |
|
|
2023
Q3 | $1.74M | Buy |
55,841
+20,222
| +57% | +$632K | 0.13% | 181 |
|
|
2023
Q2 | $1.41M | Buy |
35,619
+15,052
| +73% | +$595K | 0.1% | 210 |
|
|
2023
Q1 | $1.49M | Sell |
20,567
-16,761
| -45% | -$1.22M | 0.11% | 212 |
|
|
2022
Q4 | $1.41M | Sell |
37,328
-3,593
| -9% | -$136K | 0.11% | 214 |
|
|
2022
Q3 | $1.43M | Sell |
40,921
-4,330
| -10% | -$151K | 0.12% | 191 |
|
|
2022
Q2 | $1.81M | Sell |
45,251
-5,626
| -11% | -$226K | 0.15% | 169 |
|
|
2022
Q1 | $2.3M | Sell |
50,877
-15,755
| -24% | -$712K | 0.15% | 164 |
|
|
2021
Q4 | $3.26M | Buy |
66,632
+325
| +0.5% | +$15.9K | 0.21% | 112 |
|
|
2021
Q3 | $3.34M | Buy |
66,307
+10,075
| +18% | +$507K | 0.23% | 113 |
|
|
2021
Q2 | $3.1M | Buy |
56,232
+21,605
| +62% | +$1.19M | 0.21% | 118 |
|
|
2021
Q1 | $1.85M | Sell |
34,627
-4,328
| -11% | -$232K | 0.13% | 183 |
|
|
2020
Q4 | $2.47M | Sell |
38,955
-20,726
| -35% | -$1.31M | 0.17% | 137 |
|
|
2020
Q3 | $2.63M | Buy |
59,681
+51,789
| +656% | +$2.28M | 0.22% | 87 |
|
|
2020
Q2 | $315K | Sell |
7,892
-27,689
| -78% | -$1.11M | 0.03% | 439 |
|
|
2020
Q1 | $1.21M | Sell |
35,581
-93,747
| -72% | -$3.2M | 0.17% | 155 |
|
|
2019
Q4 | $5.81M | Buy |
129,328
+52,683
| +69% | +$2.37M | 0.62% | 29 |
|
|
2019
Q3 | $3.13M | Sell |
76,645
-31,938
| -29% | -$1.31M | 0.36% | 71 |
|
|
2019
Q2 | $4.68M | Sell |
108,583
-10,912
| -9% | -$470K | 0.54% | 41 |
|
|
2019
Q1 | $5.13M | Buy |
119,495
+73,450
| +160% | +$3.15M | 0.64% | 35 |
|
|
2018
Q4 | $1.8M | Sell |
46,045
-18,786
| -29% | -$734K | 0.25% | 109 |
|
|
2018
Q3 | $2.78M | Sell |
64,831
-37,632
| -37% | -$1.62M | 0.31% | 83 |
|
|
2018
Q2 | $4.42M | Sell |
102,463
-51,822
| -34% | -$2.23M | 0.53% | 45 |
|
|
2018
Q1 | $7.45M | Sell |
154,285
-12,830
| -8% | -$619K | 0.97% | 23 |
|
|
2017
Q4 | $7.87M | Buy |
+167,115
| New | +$7.87M | 1.07% | 21 |
|