Jeppson 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 | $326K | Hold |
6,765
| – | – | 0.11% | 159 |
|
|
2025
Q1 | $296K | Sell |
6,765
-180
| -3% | -$7.87K | 0.11% | 157 |
|
|
2024
Q4 | $290K | Hold |
6,945
| – | – | 0.11% | 154 |
|
|
2024
Q3 | $318K | Hold |
6,945
| – | – | 0.11% | 154 |
|
|
2024
Q2 | $296K | Sell |
6,945
-21
| -0.3% | -$894 | 0.11% | 157 |
|
|
2024
Q1 | $286K | Buy |
6,966
+75
| +1% | +$3.08K | 0.11% | 160 |
|
|
2023
Q4 | $277K | Buy |
6,891
+530
| +8% | +$21.3K | 0.11% | 162 |
|
|
2023
Q3 | $241K | Buy |
6,361
+100
| +2% | +$3.8K | 0.11% | 161 |
|
|
2023
Q2 | $248K | Sell |
6,261
-135
| -2% | -$5.34K | 0.11% | 161 |
|
|
2023
Q1 | $252K | Sell |
6,396
-5
| -0.1% | -$197 | 0.11% | 164 |
|
|
2022
Q4 | $243K | Buy |
+6,401
| New | +$243K | 0.1% | 174 |
|
|
2022
Q1 | – | Sell |
-4,224
| Closed | -$206K | – | 172 |
|
|
2021
Q4 | $206K | Sell |
4,224
-1,348
| -24% | -$65.7K | 0.1% | 149 |
|
|
2021
Q3 | $280K | Buy |
+5,572
| New | +$280K | 0.15% | 119 |
|