Global Retirement Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Buy |
+2,030
| New | +$132K | ﹤0.01% | 1294 |
|
2024
Q4 | $133K | Buy |
2,290
+18
| +0.8% | +$1.05K | ﹤0.01% | 1136 |
|
2024
Q3 | $145K | Buy |
2,272
+238
| +12% | +$15.2K | ﹤0.01% | 1059 |
|
2024
Q2 | $124K | Buy |
2,034
+4
| +0.2% | +$244 | ﹤0.01% | 1087 |
|
2024
Q1 | $119K | Buy |
2,030
+38
| +2% | +$2.24K | ﹤0.01% | 1006 |
|
2023
Q4 | $112K | Buy |
1,992
+374
| +23% | +$21.1K | ﹤0.01% | 985 |
|
2023
Q3 | $87.1K | Hold |
1,618
| – | – | ﹤0.01% | 993 |
|
2023
Q2 | $86.7K | Buy |
1,618
+5
| +0.3% | +$268 | ﹤0.01% | 1007 |
|
2023
Q1 | $81.7K | Hold |
1,613
| – | – | ﹤0.01% | 1001 |
|
2022
Q4 | $77.9K | Buy |
1,613
+6
| +0.4% | +$290 | 0.01% | 909 |
|
2022
Q3 | $73K | Hold |
1,607
| – | – | 0.01% | 876 |
|
2022
Q2 | $77K | Buy |
1,607
+1
| +0.1% | +$48 | 0.01% | 844 |
|
2022
Q1 | $83K | Buy |
+1,606
| New | +$83K | 0.01% | 819 |
|
2021
Q4 | – | Sell |
-1,552
| Closed | -$94K | – | 630 |
|
2021
Q3 | $94K | Hold |
1,552
| – | – | 0.01% | 668 |
|
2021
Q2 | $97K | Buy |
+1,552
| New | +$97K | 0.01% | 641 |
|