Financial Synergies Wealth 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 | $3.98M | Sell |
82,417
-1,578
| -2% | -$76.1K | 0.43% | 28 |
|
|
2025
Q1 | $3.67M | Sell |
83,995
-636
| -0.8% | -$27.8K | 0.45% | 28 |
|
|
2024
Q4 | $3.54M | Buy |
84,631
+113
| +0.1% | +$4.73K | 0.44% | 26 |
|
|
2024
Q3 | $3.88M | Sell |
84,518
-1,195
| -1% | -$54.8K | 0.48% | 26 |
|
|
2024
Q2 | $3.65M | Buy |
85,713
+875
| +1% | +$37.3K | 0.49% | 25 |
|
|
2024
Q1 | $3.49M | Sell |
84,838
-7,336
| -8% | -$301K | 0.46% | 27 |
|
|
2023
Q4 | $3.49M | Buy |
92,174
+8,855
| +11% | +$336K | 0.54% | 26 |
|
|
2023
Q3 | $3.16M | Sell |
83,319
-5,152
| -6% | -$196K | 0.46% | 28 |
|
|
2023
Q2 | $3.5M | Sell |
88,471
-164
| -0.2% | -$6.49K | 0.49% | 27 |
|
|
2023
Q1 | $3.5M | Sell |
88,635
-3,539
| -4% | -$140K | 0.51% | 27 |
|
|
2022
Q4 | $3.49M | Sell |
92,174
-17,569
| -16% | -$666K | 0.54% | 26 |
|
|
2022
Q3 | $3.83M | Sell |
109,743
-1,262
| -1% | -$44K | 0.66% | 19 |
|
|
2022
Q2 | $4.45M | Sell |
111,005
-2,165
| -2% | -$86.8K | 0.72% | 19 |
|
|
2022
Q1 | $5.11M | Sell |
113,170
-1,442
| -1% | -$65.1K | 0.8% | 18 |
|
|
2021
Q4 | $5.6M | Buy |
114,612
+1,849
| +2% | +$90.3K | 0.77% | 17 |
|
|
2021
Q3 | $5.68M | Sell |
112,763
-77
| -0.1% | -$3.88K | 0.78% | 18 |
|
|
2021
Q2 | $6.22M | Sell |
112,840
-148
| -0.1% | -$8.16K | 0.85% | 17 |
|
|
2021
Q1 | $6.03M | Sell |
112,988
-372
| -0.3% | -$19.8K | 0.88% | 18 |
|
|
2020
Q4 | $5.86M | Sell |
113,360
-10,469
| -8% | -$541K | 0.91% | 18 |
|
|
2020
Q3 | $5.46M | Sell |
123,829
-12,590
| -9% | -$555K | 1.4% | 18 |
|
|
2020
Q2 | $5.46M | Buy |
+136,419
| New | +$5.46M | 1.85% | 12 |
|