HCR Wealth 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 | $340K | Buy |
7,041
+1,610
| +30% | +$77.7K | 0.04% | 172 |
|
|
2025
Q1 | $237K | Sell |
5,431
-117
| -2% | -$5.11K | 0.03% | 204 |
|
|
2024
Q4 | $232K | Sell |
5,548
-380
| -6% | -$15.9K | 0.03% | 209 |
|
|
2024
Q3 | $272K | Buy |
5,928
+138
| +2% | +$6.33K | 0.04% | 190 |
|
|
2024
Q2 | $247K | Buy |
5,790
+238
| +4% | +$10.1K | 0.04% | 194 |
|
|
2024
Q1 | $228K | Sell |
5,552
-154
| -3% | -$6.33K | 0.03% | 202 |
|
|
2023
Q4 | $229K | Sell |
5,706
-329
| -5% | -$13.2K | 0.04% | 183 |
|
|
2023
Q3 | $229K | Sell |
6,035
-1,640
| -21% | -$62.2K | 0.05% | 150 |
|
|
2023
Q2 | $304K | Sell |
7,675
-65
| -0.8% | -$2.57K | 0.06% | 138 |
|
|
2023
Q1 | $305K | Sell |
7,740
-1,400
| -15% | -$55.2K | 0.06% | 141 |
|
|
2022
Q4 | $346K | Sell |
9,140
-935
| -9% | -$35.4K | 0.07% | 131 |
|
|
2022
Q3 | $351K | Sell |
10,075
-3,150
| -24% | -$110K | 0.07% | 129 |
|
|
2022
Q2 | $530K | Sell |
13,225
-17,355
| -57% | -$696K | 0.11% | 108 |
|
|
2022
Q1 | $1.38M | Hold |
30,580
| – | – | 0.23% | 75 |
|
|
2021
Q4 | $1.49M | Sell |
30,580
-235
| -0.8% | -$11.5K | 0.23% | 81 |
|
|
2021
Q3 | $1.55M | Hold |
30,815
| – | – | 0.26% | 82 |
|
|
2021
Q2 | $1.7M | Buy |
30,815
+968
| +3% | +$53.4K | 0.29% | 74 |
|
|
2021
Q1 | $1.59M | Buy |
29,847
+1,769
| +6% | +$94.4K | 0.31% | 72 |
|
|
2020
Q4 | $1.45M | Buy |
28,078
+25,590
| +1,029% | +$1.32M | 0.3% | 67 |
|
|
2020
Q3 | $110K | Hold |
2,488
| – | – | 0.03% | 163 |
|
|
2020
Q2 | $101K | Sell |
2,488
-25
| -1% | -$1.02K | 0.02% | 160 |
|
|
2020
Q1 | $86K | Hold |
2,513
| – | – | 0.02% | 161 |
|
|
2019
Q4 | $113K | Buy |
+2,513
| New | +$113K | 0.03% | 165 |
|