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
2026 Q2	$606K	Sell	8,863 -200	-2%	-$13.1K	0.05%	146
2026 Q1	$515K	Buy	9,063 +660	+8%	+$38.8K	0.05%	149
2025 Q4	$460K	Hold	8,403	–	–	0.05%	158
2025 Q3	$454K	Buy	8,403 +1,362	+19%	+$68.4K	0.05%	152
2025 Q2	$340K	Buy	7,041 +1,610	+30%	+$72.4K	0.04%	172
2025 Q1	$237K	Sell	5,431 -117	-2%	-$5.08K	0.03%	204
2024 Q4	$232K	Sell	5,548 -380	-6%	-$16.8K	0.03%	209
2024 Q3	$272K	Buy	5,928 +138	+2%	+$5.95K	0.04%	190
2024 Q2	$247K	Buy	5,790 +238	+4%	+$9.98K	0.04%	194
2024 Q1	$228K	Sell	5,552 -154	-3%	-$6.13K	0.03%	202
2023 Q4	$229K	Sell	5,706 -329	-5%	-$12.7K	0.04%	183
2023 Q3	$229K	Sell	6,035 -1,640	-21%	-$64.9K	0.05%	150
2023 Q2	$304K	Sell	7,675 -65	-0.8%	-$2.56K	0.06%	138
2023 Q1	$305K	Sell	7,740 -1,400	-15%	-$55.7K	0.06%	141
2022 Q4	$346K	Sell	9,140 -935	-9%	-$34.5K	0.07%	131
2022 Q3	$351K	Sell	10,075 -3,150	-24%	-$123K	0.07%	129
2022 Q2	$530K	Sell	13,225 -17,355	-57%	-$728K	0.11%	108
2022 Q1	$1.38M	Hold	30,580	–	–	0.23%	75
2021 Q4	$1.49M	Sell	30,580 -235	-0.8%	-$11.8K	0.23%	81
2021 Q3	$1.55M	Hold	30,815	–	–	0.26%	82
2021 Q2	$1.7M	Buy	30,815 +968	+3%	+$52.6K	0.29%	74
2021 Q1	$1.59M	Buy	29,847 +1,769	+6%	+$96.9K	0.31%	72
2020 Q4	$1.45M	Buy	28,078 +25,590	+1,029%	+$1.23M	0.3%	67
2020 Q3	$110K	Hold	2,488	–	–	0.03%	163
2020 Q2	$101K	Sell	2,488 -25	-1%	-$936	0.02%	160
2020 Q1	$86K	Hold	2,513	–	–	0.02%	161
2019 Q4	$113K	Buy	+2,513	New	+$108K	0.03%	165

Other funds holding EEM