JF
JSF Financial’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 | $2.36M | Sell |
49,008
-6,410
| -12% | -$309K | 0.56% | 27 |
|
|
2025
Q1 | $2.42M | Sell |
55,418
-8,984
| -14% | -$393K | 0.64% | 25 |
|
|
2024
Q4 | $2.69M | Sell |
64,402
-4,997
| -7% | -$209K | 0.72% | 23 |
|
|
2024
Q3 | $3.18M | Sell |
69,399
-4,341
| -6% | -$199K | 0.93% | 20 |
|
|
2024
Q2 | $3.14M | Sell |
73,740
-8,785
| -11% | -$374K | 0.96% | 22 |
|
|
2024
Q1 | $3.39M | Sell |
82,525
-47,958
| -37% | -$1.97M | 1.06% | 20 |
|
|
2023
Q4 | $5.25M | Sell |
130,483
-4,425
| -3% | -$178K | 1.82% | 13 |
|
|
2023
Q3 | $5.12M | Sell |
134,908
-25,357
| -16% | -$962K | 1.98% | 12 |
|
|
2023
Q2 | $6.34M | Sell |
160,265
-6,746
| -4% | -$267K | 2.24% | 11 |
|
|
2023
Q1 | $6.59M | Buy |
167,011
+991
| +0.6% | +$39.1K | 2.46% | 10 |
|
|
2022
Q4 | $6.29M | Buy |
166,020
+18,064
| +12% | +$685K | 2.35% | 13 |
|
|
2022
Q3 | $5.16M | Buy |
147,956
+33,259
| +29% | +$1.16M | 1.96% | 16 |
|
|
2022
Q2 | $4.6M | Buy |
114,697
+21,812
| +23% | +$875K | 2.08% | 13 |
|
|
2022
Q1 | $4.19M | Buy |
92,885
+58,454
| +170% | +$2.64M | 1.78% | 14 |
|
|
2021
Q4 | $1.68M | Buy |
34,431
+21,089
| +158% | +$1.03M | 0.82% | 17 |
|
|
2021
Q3 | $672K | Buy |
13,342
+2,598
| +24% | +$131K | 0.33% | 37 |
|
|
2021
Q2 | $593K | Sell |
10,744
-274
| -2% | -$15.1K | 0.35% | 36 |
|
|
2021
Q1 | $588K | Sell |
11,018
-797
| -7% | -$42.5K | 0.37% | 33 |
|
|
2020
Q4 | $610K | Hold |
11,815
| – | – | 0.43% | 26 |
|
|
2020
Q3 | $521K | Sell |
11,815
-998
| -8% | -$44K | 0.41% | 31 |
|
|
2020
Q2 | $512K | Sell |
12,813
-15,149
| -54% | -$605K | 0.44% | 30 |
|
|
2020
Q1 | $954K | Buy |
27,962
+4,903
| +21% | +$167K | 0.97% | 20 |
|
|
2019
Q4 | $1.04M | Sell |
23,059
-132
| -0.6% | -$5.93K | 1.02% | 14 |
|
|
2019
Q3 | $948K | Sell |
23,191
-6,421
| -22% | -$262K | 1.03% | 15 |
|
|
2019
Q2 | $1.27M | Sell |
29,612
-968
| -3% | -$41.5K | 1.38% | 11 |
|
|
2019
Q1 | $1.31M | Sell |
30,580
-4,575
| -13% | -$196K | 1.45% | 13 |
|
|
2018
Q4 | $1.37M | Buy |
+35,155
| New | +$1.37M | 1.41% | 14 |
|