IHT Wealth Management’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 | $519K | Buy |
10,749
+13
| +0.1% | +$627 | 0.01% | 691 |
|
2025
Q1 | $469K | Sell |
10,736
-11,286
| -51% | -$493K | 0.01% | 693 |
|
2024
Q4 | $921K | Buy |
22,022
+13,607
| +162% | +$569K | 0.03% | 480 |
|
2024
Q3 | $386K | Sell |
8,415
-7,376
| -47% | -$338K | 0.01% | 808 |
|
2024
Q2 | $673K | Sell |
15,791
-1,370
| -8% | -$58.3K | 0.03% | 547 |
|
2024
Q1 | $705K | Sell |
17,161
-20,001
| -54% | -$822K | 0.03% | 528 |
|
2023
Q4 | $1.49M | Buy |
37,162
+9,199
| +33% | +$370K | 0.07% | 286 |
|
2023
Q3 | $1.06M | Buy |
27,963
+13,137
| +89% | +$499K | 0.05% | 335 |
|
2023
Q2 | $587K | Buy |
14,826
+545
| +4% | +$21.6K | 0.03% | 493 |
|
2023
Q1 | $564K | Buy |
14,281
+5,410
| +61% | +$213K | 0.03% | 462 |
|
2022
Q4 | $336K | Buy |
8,871
+113
| +1% | +$4.28K | 0.02% | 610 |
|
2022
Q3 | $305K | Sell |
8,758
-8,659
| -50% | -$302K | 0.02% | 614 |
|
2022
Q2 | $698K | Buy |
17,417
+3,826
| +28% | +$153K | 0.06% | 300 |
|
2022
Q1 | $614K | Sell |
13,591
-190
| -1% | -$8.58K | 0.05% | 363 |
|
2021
Q4 | $673K | Sell |
13,781
-2,567
| -16% | -$125K | 0.05% | 351 |
|
2021
Q3 | $824K | Sell |
16,348
-34,621
| -68% | -$1.75M | 0.07% | 289 |
|
2021
Q2 | $2.81M | Buy |
50,969
+3,564
| +8% | +$197K | 0.18% | 120 |
|
2021
Q1 | $2.53M | Buy |
47,405
+26,763
| +130% | +$1.43M | 0.18% | 125 |
|
2020
Q4 | $1.07M | Buy |
20,642
+6,808
| +49% | +$352K | 0.09% | 228 |
|
2020
Q3 | $610K | Sell |
13,834
-906
| -6% | -$39.9K | 0.06% | 299 |
|
2020
Q2 | $589K | Sell |
14,740
-2,959
| -17% | -$118K | 0.08% | 258 |
|
2020
Q1 | $604K | Buy |
17,699
+738
| +4% | +$25.2K | 0.09% | 244 |
|
2019
Q4 | $761K | Buy |
16,961
+1,804
| +12% | +$80.9K | 0.09% | 259 |
|
2019
Q3 | $621K | Buy |
15,157
+615
| +4% | +$25.2K | 0.08% | 279 |
|
2019
Q2 | $624K | Sell |
14,542
-7,494
| -34% | -$322K | 0.09% | 246 |
|
2019
Q1 | $946K | Buy |
22,036
+11,553
| +110% | +$496K | 0.16% | 157 |
|
2018
Q4 | $409K | Buy |
10,483
+3,113
| +42% | +$121K | 0.08% | 275 |
|
2018
Q3 | $316K | Buy |
7,370
+734
| +11% | +$31.5K | 0.07% | 308 |
|
2018
Q2 | $288K | Buy |
6,636
+147
| +2% | +$6.38K | 0.07% | 313 |
|
2018
Q1 | $308K | Sell |
6,489
-568
| -8% | -$27K | 0.08% | 264 |
|
2017
Q4 | $347K | Buy |
7,057
+2,673
| +61% | +$131K | 0.09% | 258 |
|
2017
Q3 | $200K | Buy |
4,384
+4,357
| +16,137% | +$199K | 0.09% | 245 |
|
2017
Q2 | $1 | Hold |
27
| – | – | ﹤0.01% | 1293 |
|
2017
Q1 | $2K | Sell |
27
-2,053
| -99% | -$152K | ﹤0.01% | 1071 |
|
2016
Q4 | $74K | Buy |
+2,080
| New | +$74K | 0.06% | 315 |
|