IFWM
Institute for Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
51,614
-861
| -2% | -$41.5K | 0.28% | 77 |
|
|
2025
Q1 | $2.29M | Sell |
52,475
-434
| -0.8% | -$19K | 0.29% | 78 |
|
|
2024
Q4 | $2.21M | Sell |
52,909
-296
| -0.6% | -$12.4K | 0.28% | 75 |
|
|
2024
Q3 | $2.44M | Sell |
53,205
-683
| -1% | -$31.3K | 0.31% | 69 |
|
|
2024
Q2 | $2.3M | Buy |
53,888
+61
| +0.1% | +$2.6K | 0.31% | 69 |
|
|
2024
Q1 | $2.21M | Buy |
53,827
+384
| +0.7% | +$15.8K | 0.29% | 72 |
|
|
2023
Q4 | $2.15M | Buy |
53,443
+2,858
| +6% | +$115K | 0.35% | 67 |
|
|
2023
Q3 | $1.92M | Sell |
50,585
-2,586
| -5% | -$98.1K | 0.35% | 69 |
|
|
2023
Q2 | $2.1M | Buy |
53,171
+46
| +0.1% | +$1.82K | 0.35% | 63 |
|
|
2023
Q1 | $2.1M | Buy |
53,125
+2,630
| +5% | +$104K | 0.4% | 59 |
|
|
2022
Q4 | $1.91M | Sell |
50,495
-392
| -0.8% | -$14.9K | 0.4% | 63 |
|
|
2022
Q3 | $1.78M | Buy |
50,887
+683
| +1% | +$23.8K | 0.4% | 59 |
|
|
2022
Q2 | $2.01M | Sell |
50,204
-158
| -0.3% | -$6.34K | 0.4% | 52 |
|
|
2022
Q1 | $2.27M | Buy |
50,362
+445
| +0.9% | +$20.1K | 0.37% | 60 |
|
|
2021
Q4 | $2.44M | Buy |
49,917
+1,892
| +4% | +$92.4K | 0.4% | 59 |
|
|
2021
Q3 | $2.42M | Sell |
48,025
-2,577
| -5% | -$130K | 0.42% | 53 |
|
|
2021
Q2 | $2.79M | Buy |
50,602
+9,196
| +22% | +$507K | 0.49% | 47 |
|
|
2021
Q1 | $2.21M | Sell |
41,406
-771
| -2% | -$41.1K | 0.42% | 59 |
|
|
2020
Q4 | $2.18M | Buy |
42,177
+5,697
| +16% | +$294K | 0.43% | 52 |
|
|
2020
Q3 | $1.61M | Sell |
36,480
-1,488
| -4% | -$65.6K | 0.37% | 60 |
|
|
2020
Q2 | $1.52M | Buy |
37,968
+3,987
| +12% | +$159K | 0.37% | 58 |
|
|
2020
Q1 | $1.16M | Sell |
33,981
-2,238
| -6% | -$76.4K | 0.36% | 71 |
|
|
2019
Q4 | $1.63M | Buy |
36,219
+174
| +0.5% | +$7.81K | 0.37% | 60 |
|
|
2019
Q3 | $1.47M | Buy |
36,045
+2,586
| +8% | +$106K | 0.37% | 62 |
|
|
2019
Q2 | $1.44M | Sell |
33,459
-967
| -3% | -$41.5K | 0.32% | 76 |
|
|
2019
Q1 | $1.48M | Buy |
+34,426
| New | +$1.48M | 0.32% | 72 |
|
|
2018
Q4 | – | Sell |
-27,106
| Closed | -$1.16M | – | 283 |
|
|
2018
Q3 | $1.16M | Buy |
27,106
+662
| +3% | +$28.3K | 0.39% | 90 |
|
|
2018
Q2 | $1.14M | Buy |
26,444
+5,419
| +26% | +$233K | 0.36% | 93 |
|
|
2018
Q1 | $989K | Sell |
21,025
-1,834
| -8% | -$86.3K | 0.29% | 128 |
|
|
2017
Q4 | $1.08M | Buy |
22,859
+9,532
| +72% | +$450K | 0.25% | 122 |
|
|
2017
Q3 | $591K | Buy |
13,327
+148
| +1% | +$6.56K | 0.19% | 165 |
|
|
2017
Q2 | $539K | Buy |
+13,179
| New | +$539K | 0.15% | 214 |
|
|
2014
Q4 | – | Sell |
-79,265
| Closed | -$3.29M | – | 30 |
|
|
2014
Q3 | $3.29M | Sell |
79,265
-10,998
| -12% | -$457K | 3.14% | 8 |
|
|
2014
Q2 | $3.9M | Buy |
90,263
+7,731
| +9% | +$334K | 3.38% | 8 |
|
|
2014
Q1 | $3.39M | Sell |
82,532
-15,170
| -16% | -$622K | 2.9% | 9 |
|
|
2013
Q4 | $4.08M | Sell |
97,702
-21,439
| -18% | -$896K | 2.94% | 9 |
|
|
2013
Q3 | $4.86M | Buy |
119,141
+112,589
| +1,718% | +$4.59M | 3.34% | 11 |
|
|
2013
Q2 | $252K | Buy |
+6,552
| New | +$252K | 0.2% | 32 |
|