Independent Advisor Alliance’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
Q1 | – | Sell |
-17,608
| Closed | -$736K | – | 934 |
|
|
2024
Q4 | $736K | Buy |
+17,608
| New | +$736K | 0.01% | 820 |
|
|
2023
Q4 | – | Sell |
-5,353
| Closed | -$203K | – | 684 |
|
|
2023
Q3 | $203K | Buy |
5,353
+3
| +0.1% | +$114 | 0.01% | 607 |
|
|
2023
Q2 | $212K | Hold |
5,350
| – | – | 0.01% | 607 |
|
|
2023
Q1 | $211K | Sell |
5,350
-45
| -0.8% | -$1.78K | 0.01% | 603 |
|
|
2022
Q4 | $204K | Buy |
+5,395
| New | +$204K | 0.07% | 145 |
|
|
2020
Q1 | – | Sell |
-32,810
| Closed | -$1.47M | – | 493 |
|
|
2019
Q4 | $1.47M | Buy |
+32,810
| New | +$1.47M | 0.06% | 293 |
|
|
2017
Q2 | – | Sell |
-31,180
| Closed | -$1.23M | – | 267 |
|
|
2017
Q1 | $1.23M | Buy |
+31,180
| New | +$1.23M | 0.2% | 142 |
|