Householder Group Estate & Retirement Specialist’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
2024
Q4
$73K Sell
1,761
-187
-10% -$7.75K 0.05% 185
2024
Q3
$89K Sell
1,948
-265
-12% -$12.1K 0.03% 382
2024
Q2
$94K Buy
2,213
+1,354
+158% +$57.5K 0.03% 361
2024
Q1
$35.3K Buy
859
+45
+6% +$1.85K 0.01% 546
2023
Q4
$32K Buy
814
+89
+12% +$3.5K 0.01% 548
2023
Q3
$27.5K Buy
+725
New +$27.5K 0.01% 567
2023
Q1
$31K Buy
+777
New +$31K 0.01% 535
2022
Q4
Sell
-777
Closed -$27K 515
2022
Q3
$27K Buy
+777
New +$27K 0.01% 513