Independent Family Office’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 | $998K | Hold |
20,688
| – | – | 0.46% | 40 |
|
|
2025
Q1 | $904K | Sell |
20,688
-5,066
| -20% | -$221K | 0.48% | 39 |
|
|
2024
Q4 | $1.08M | Hold |
25,754
| – | – | 0.56% | 34 |
|
|
2024
Q3 | $1.18M | Hold |
25,754
| – | – | 0.59% | 30 |
|
|
2024
Q2 | $1.1M | Sell |
25,754
-595
| -2% | -$25.3K | 0.63% | 29 |
|
|
2024
Q1 | $1.08M | Sell |
26,349
-10,526
| -29% | -$432K | 0.58% | 32 |
|
|
2023
Q4 | $1.48M | Sell |
36,875
-14,391
| -28% | -$579K | 0.84% | 26 |
|
|
2023
Q3 | $1.95M | Hold |
51,266
| – | – | 1.22% | 17 |
|
|
2023
Q2 | $2.03M | Buy |
51,266
+595
| +1% | +$23.5K | 1.23% | 17 |
|
|
2023
Q1 | $2M | Sell |
50,671
-595
| -1% | -$23.5K | 1.15% | 17 |
|
|
2022
Q4 | $1.94M | Hold |
51,266
| – | – | 1.17% | 19 |
|
|
2022
Q3 | $1.79M | Hold |
51,266
| – | – | 0.88% | 18 |
|
|
2022
Q2 | $2.06K | Sell |
51,266
-16,221
| -24% | -$651 | 1.01% | 15 |
|
|
2022
Q1 | $3.05M | Hold |
67,487
| – | – | 1% | 14 |
|
|
2021
Q4 | $3.3M | Sell |
67,487
-90
| -0.1% | -$4.4K | 1.24% | 12 |
|
|
2021
Q3 | $3.41M | Hold |
67,577
| – | – | 1.4% | 11 |
|
|
2021
Q2 | $3.73M | Sell |
67,577
-1,425
| -2% | -$78.6K | 1.45% | 10 |
|
|
2021
Q1 | $3.68M | Hold |
69,002
| – | – | 1.45% | 12 |
|
|
2020
Q4 | $3.57M | Hold |
69,002
| – | – | 1.49% | 12 |
|
|
2020
Q3 | $3.04M | Hold |
69,002
| – | – | 1.44% | 13 |
|
|
2020
Q2 | $2.76M | Buy |
69,002
+2,598
| +4% | +$104K | 1.43% | 12 |
|
|
2020
Q1 | $2.27M | Buy |
66,404
+5,842
| +10% | +$199K | 1.41% | 14 |
|
|
2019
Q4 | $2.72M | Buy |
+60,562
| New | +$2.72M | 1.71% | 12 |
|