Holistic Financial Partners’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
2018
Q4
Sell
-5,111
Closed -$219K 70
2018
Q3
$219K Buy
+5,111
New +$219K 0.2% 67
2018
Q2
Sell
-6,878
Closed -$332K 134
2018
Q1
$332K Sell
6,878
-1,384
-17% -$66.8K 0.28% 36
2017
Q4
$389K Buy
+8,262
New +$389K 0.32% 34