Fortis Group 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 | $443K | Sell |
9,115
-4,879
| -35% | -$237K | 0.08% | 161 |
|
2025
Q1 | $612K | Buy |
13,994
+839
| +6% | +$36.7K | 0.12% | 131 |
|
2024
Q4 | $550K | Buy |
13,155
+13,122
| +39,764% | +$549K | 0.1% | 123 |
|
2024
Q3 | $1.51K | Sell |
33
-10,259
| -100% | -$471K | ﹤0.01% | 426 |
|
2024
Q2 | $438K | Buy |
10,292
+4,297
| +72% | +$183K | 0.09% | 126 |
|
2024
Q1 | $246K | Buy |
5,995
+5,929
| +8,983% | +$244K | 0.05% | 181 |
|
2023
Q4 | $2.65K | Buy |
66
+33
| +100% | +$1.33K | ﹤0.01% | 388 |
|
2023
Q3 | $1.25K | Buy |
+33
| New | +$1.25K | ﹤0.01% | 387 |
|
2020
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 418 |
|