Golden State Wealth Management’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 | $17.1K | Buy |
354
+2
| +0.6% | +$97 | ﹤0.01% | 928 |
|
|
2025
Q1 | $15.4K | Hold |
352
| – | – | ﹤0.01% | 877 |
|
|
2024
Q4 | $14.7K | Buy |
+352
| New | +$14.7K | ﹤0.01% | 849 |
|
|
2022
Q1 | $456K | Sell |
10,093
-273
| -3% | -$12.3K | 0.09% | 186 |
|
|
2021
Q4 | $506K | Buy |
10,366
+419
| +4% | +$20.5K | 0.09% | 205 |
|
|
2021
Q3 | $501K | Sell |
9,947
-501
| -5% | -$25.2K | 0.11% | 161 |
|
|
2021
Q2 | $576K | Buy |
10,448
+192
| +2% | +$10.6K | 0.13% | 147 |
|
|
2021
Q1 | $547K | Buy |
10,256
+34
| +0.3% | +$1.81K | 0.18% | 96 |
|
|
2020
Q4 | $528K | Sell |
10,222
-860
| -8% | -$44.4K | 0.15% | 123 |
|
|
2020
Q3 | $489K | Buy |
+11,082
| New | +$489K | 0.16% | 101 |
|
|
2020
Q2 | – | Sell |
-11,142
| Closed | -$380K | – | 358 |
|
|
2020
Q1 | $380K | Buy |
+11,142
| New | +$380K | 0.17% | 91 |
|
|
2019
Q4 | – | Sell |
-31,731
| Closed | -$1.3M | – | 272 |
|
|
2019
Q3 | $1.3M | Sell |
31,731
-4,525
| -12% | -$185K | 0.43% | 47 |
|
|
2019
Q2 | $1.56M | Buy |
36,256
+1,730
| +5% | +$74.2K | 0.49% | 43 |
|
|
2019
Q1 | $1.48M | Buy |
+34,526
| New | +$1.48M | 0.5% | 42 |
|