HCR Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Buy |
|
|||||
|
2025
Q2 | $340K | Buy |
|
|||||
|
2025
Q1 | $237K | Sell |
|
|||||
|
2024
Q4 | $232K | Sell |
|
|||||
|
2024
Q3 | $272K | Buy |
|
|||||
|
2024
Q2 | $247K | Buy |
|
|||||
|
2024
Q1 | $228K | Sell |
|
|||||
|
2023
Q4 | $229K | Sell |
|
|||||
|
2023
Q3 | $229K | Sell |
|
|||||
|
2023
Q2 | $304K | Sell |
|
|||||
|
2023
Q1 | $305K | Sell |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $351K | Sell |
|
|||||
|
2022
Q2 | $530K | Sell |
|
|||||
|
2022
Q1 | $1.38M | Hold |
|
|||||
|
2021
Q4 | $1.49M | Sell |
|
|||||
|
2021
Q3 | $1.55M | Hold |
|
|||||
|
2021
Q2 | $1.7M | Buy |
|
|||||
|
2021
Q1 | $1.59M | Buy |
|
|||||
|
2020
Q4 | $1.45M | Buy |
|
|||||
|
2020
Q3 | $110K | Hold |
|
|||||
|
2020
Q2 | $101K | Sell |
|
|||||
|
2020
Q1 | $86K | Hold |
|
|||||
|
2019
Q4 | $113K | Buy |
|