IFP 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 | $806K | Buy |
16,707
+906
| +6% | +$43.7K | 0.02% | 646 |
|
|
2025
Q1 | $690K | Sell |
15,801
-9,263
| -37% | -$405K | 0.02% | 663 |
|
|
2024
Q4 | $1.05M | Buy |
25,064
+1,760
| +8% | +$73.6K | 0.03% | 513 |
|
|
2024
Q3 | $1.07M | Buy |
23,304
+571
| +3% | +$26.2K | 0.04% | 465 |
|
|
2024
Q2 | $968K | Buy |
22,733
+7,784
| +52% | +$332K | 0.04% | 448 |
|
|
2024
Q1 | $614K | Sell |
14,949
-7,214
| -33% | -$296K | 0.03% | 549 |
|
|
2023
Q4 | $891K | Buy |
22,163
+1,496
| +7% | +$60.2K | 0.04% | 412 |
|
|
2023
Q3 | $784K | Sell |
20,667
-2,025
| -9% | -$76.8K | 0.04% | 462 |
|
|
2023
Q2 | $898K | Sell |
22,692
-377
| -2% | -$14.9K | 0.04% | 458 |
|
|
2023
Q1 | $1.07M | Sell |
23,069
-21,332
| -48% | -$988K | 0.05% | 377 |
|
|
2022
Q4 | $2.09M | Sell |
44,401
-20,073
| -31% | -$943K | 0.06% | 363 |
|
|
2022
Q3 | $2.99M | Buy |
64,474
+24,757
| +62% | +$1.15M | 0.08% | 277 |
|
|
2022
Q2 | $1.84M | Hold |
39,717
| – | – | 0.06% | 371 |
|
|
2022
Q1 | $1.84M | Buy |
39,717
+19,331
| +95% | +$898K | 0.06% | 371 |
|
|
2021
Q4 | $995K | Sell |
20,386
-68,031
| -77% | -$3.32M | 0.02% | 411 |
|
|
2021
Q3 | $4.46M | Sell |
88,417
-118,297
| -57% | -$5.97M | 0.09% | 125 |
|
|
2021
Q2 | $11.4M | Buy |
206,714
+9,503
| +5% | +$525K | 0.24% | 46 |
|
|
2021
Q1 | $10.5M | Buy |
197,211
+166,684
| +546% | +$8.91M | 0.21% | 46 |
|
|
2020
Q4 | $1.58M | Buy |
30,527
+11,293
| +59% | +$586K | 0.06% | 249 |
|
|
2020
Q3 | $848K | Sell |
19,234
-5,557
| -22% | -$245K | 0.05% | 322 |
|
|
2020
Q2 | $990K | Sell |
24,791
-2,680
| -10% | -$107K | 0.08% | 267 |
|
|
2020
Q1 | $970K | Sell |
27,471
-17,749
| -39% | -$627K | 0.1% | 217 |
|
|
2019
Q4 | $2.04M | Buy |
45,220
+19,646
| +77% | +$886K | 0.15% | 163 |
|
|
2019
Q3 | $1.03M | Buy |
+25,574
| New | +$1.03M | 0.07% | 295 |
|
|
2019
Q1 | $901K | Sell |
20,964
-35,465
| -63% | -$1.52M | 0.12% | 177 |
|
|
2018
Q4 | $2.21M | Sell |
56,429
-24,151
| -30% | -$948K | 0.13% | 170 |
|
|
2018
Q3 | $3.46M | Sell |
80,580
-64,508
| -44% | -$2.77M | 0.14% | 167 |
|
|
2018
Q2 | $6.29M | Buy |
145,088
+12,286
| +9% | +$532K | 0.26% | 85 |
|
|
2018
Q1 | $6.26M | Hold |
132,802
| – | – | 0.28% | 75 |
|
|
2017
Q4 | $6.26M | Buy |
132,802
+7,629
| +6% | +$360K | 0.28% | 75 |
|
|
2017
Q3 | $5.61M | Sell |
125,173
-7,056
| -5% | -$316K | 0.22% | 99 |
|
|
2017
Q2 | $5.47M | Buy |
132,229
+60,220
| +84% | +$2.49M | 0.23% | 94 |
|
|
2017
Q1 | $2.84M | Sell |
72,009
-31,326
| -30% | -$1.23M | 0.12% | 183 |
|
|
2016
Q4 | $3.62M | Buy |
103,335
+43,260
| +72% | +$1.51M | 0.17% | 133 |
|
|
2016
Q3 | $2.25M | Buy |
60,075
+6,737
| +13% | +$252K | 0.12% | 188 |
|
|
2016
Q2 | $1.83M | Buy |
53,338
+32,374
| +154% | +$1.11M | 0.1% | 225 |
|
|
2016
Q1 | $901K | Sell |
20,964
-9,928
| -32% | -$427K | 0.12% | 177 |
|
|
2015
Q4 | $994K | Buy |
+30,892
| New | +$994K | 0.07% | 312 |
|