Golden State Equity Partners’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 | – | Sell |
-4,745
| Closed | -$207K | – | 447 |
|
|
2025
Q1 | $207K | Sell |
4,745
-222
| -4% | -$9.7K | 0.04% | 406 |
|
|
2024
Q4 | $208K | Buy |
+4,967
| New | +$208K | 0.04% | 407 |
|
|
2023
Q2 | – | Sell |
-6,057
| Closed | -$239K | – | 386 |
|
|
2023
Q1 | $239K | Buy |
+6,057
| New | +$239K | 0.13% | 176 |
|
|
2022
Q1 | $605K | Sell |
13,392
-15,848
| -54% | -$716K | 0.3% | 96 |
|
|
2021
Q4 | $1.43M | Buy |
29,240
+260
| +0.9% | +$12.7K | 0.72% | 34 |
|
|
2021
Q3 | $1.46M | Sell |
28,980
-1,490
| -5% | -$75.1K | 0.59% | 36 |
|
|
2021
Q2 | $1.68M | Sell |
30,470
-3,415
| -10% | -$188K | 0.65% | 32 |
|
|
2021
Q1 | $1.81M | Buy |
33,885
+3,826
| +13% | +$204K | 1.03% | 25 |
|
|
2020
Q4 | $1.55M | Buy |
+30,059
| New | +$1.55M | 1.07% | 23 |
|