HB 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 | $2.86M | Sell |
59,379
-9,563
| -14% | -$461K | 0.02% | 299 |
|
|
2025
Q1 | $3.01M | Buy |
68,942
+4,437
| +7% | +$194K | 0.03% | 294 |
|
|
2024
Q4 | $2.7M | Buy |
64,505
+20
| +0% | +$836 | 0.03% | 238 |
|
|
2024
Q3 | $2.96M | Buy |
64,485
+1,997
| +3% | +$91.6K | 0.03% | 221 |
|
|
2024
Q2 | $2.66M | Buy |
62,488
+2,544
| +4% | +$108K | 0.03% | 224 |
|
|
2024
Q1 | $2.46M | Sell |
59,944
-7,921
| -12% | -$325K | 0.03% | 214 |
|
|
2023
Q4 | $2.73M | Buy |
67,865
+1,098
| +2% | +$44.2K | 0.04% | 188 |
|
|
2023
Q3 | $2.53M | Buy |
66,767
+3,213
| +5% | +$122K | 0.04% | 178 |
|
|
2023
Q2 | $2.51M | Sell |
63,554
-2,599
| -4% | -$103K | 0.04% | 177 |
|
|
2023
Q1 | $2.61M | Buy |
66,153
+5,834
| +10% | +$230K | 0.05% | 169 |
|
|
2022
Q4 | $2.29M | Buy |
60,319
+3,666
| +6% | +$139K | 0.04% | 183 |
|
|
2022
Q3 | $1.98M | Sell |
56,653
-640
| -1% | -$22.3K | 0.04% | 178 |
|
|
2022
Q2 | $2.3M | Sell |
57,293
-2,517
| -4% | -$101K | 0.05% | 160 |
|
|
2022
Q1 | $2.7M | Buy |
59,810
+1,848
| +3% | +$83.4K | 0.05% | 154 |
|
|
2021
Q4 | $2.83M | Buy |
+57,962
| New | +$2.83M | 0.06% | 133 |
|