Financial Engines Advisors’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 | $2.14M | Sell |
44,314
-9,156
| -17% | -$442K | ﹤0.01% | 210 |
|
2025
Q1 | $2.34M | Sell |
53,470
-314
| -0.6% | -$13.7K | 0.01% | 180 |
|
2024
Q4 | $2.25M | Buy |
53,784
+7,883
| +17% | +$330K | ﹤0.01% | 191 |
|
2024
Q3 | $2.11M | Sell |
45,901
-43
| -0.1% | -$1.97K | ﹤0.01% | 181 |
|
2024
Q2 | $1.96M | Buy |
45,944
+11,898
| +35% | +$507K | ﹤0.01% | 172 |
|
2024
Q1 | $1.4M | Sell |
34,046
-6,643
| -16% | -$273K | ﹤0.01% | 181 |
|
2023
Q4 | $1.64M | Buy |
40,689
+4,112
| +11% | +$165K | ﹤0.01% | 155 |
|
2023
Q3 | $1.39M | Sell |
36,577
-3,974
| -10% | -$151K | ﹤0.01% | 150 |
|
2023
Q2 | $1.6M | Sell |
40,551
-71
| -0.2% | -$2.81K | ﹤0.01% | 148 |
|
2023
Q1 | $1.6M | Sell |
40,622
-79,716
| -66% | -$3.15M | ﹤0.01% | 151 |
|
2022
Q4 | $4.56M | Buy |
120,338
+83,499
| +227% | +$3.16M | 0.01% | 97 |
|
2022
Q3 | $1.28M | Sell |
36,839
-33,328
| -47% | -$1.16M | ﹤0.01% | 139 |
|
2022
Q2 | $2.81M | Buy |
70,167
+22,298
| +47% | +$894K | 0.01% | 101 |
|
2022
Q1 | $2.16M | Buy |
47,869
+26,416
| +123% | +$1.19M | 0.01% | 116 |
|
2021
Q4 | $1.05M | Buy |
21,453
+13,530
| +171% | +$662K | ﹤0.01% | 119 |
|
2021
Q3 | $399K | Buy |
7,923
+372
| +5% | +$18.7K | ﹤0.01% | 190 |
|
2021
Q2 | $416K | Buy |
7,551
+1,589
| +27% | +$87.5K | ﹤0.01% | 153 |
|
2021
Q1 | $318K | Sell |
5,962
-186
| -3% | -$9.92K | ﹤0.01% | 202 |
|
2020
Q4 | $318K | Sell |
6,148
-1,174
| -16% | -$60.7K | ﹤0.01% | 199 |
|
2020
Q3 | $323K | Buy |
7,322
+819
| +13% | +$36.1K | ﹤0.01% | 182 |
|
2020
Q2 | $260K | Sell |
6,503
-24,374
| -79% | -$975K | ﹤0.01% | 167 |
|
2020
Q1 | $1.05M | Buy |
+30,877
| New | +$1.05M | 0.01% | 97 |
|