Key Financial Inc’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 | $405K | Sell |
8,386
-84
| -1% | -$4.05K | 0.08% | 191 |
|
|
2025
Q1 | $370K | Hold |
8,470
| – | – | 0.08% | 189 |
|
|
2024
Q4 | $354K | Hold |
8,470
| – | – | 0.08% | 184 |
|
|
2024
Q3 | $388K | Hold |
8,470
| – | – | 0.09% | 180 |
|
|
2024
Q2 | $361K | Hold |
8,470
| – | – | 0.09% | 174 |
|
|
2024
Q1 | $348K | Hold |
8,470
| – | – | 0.09% | 175 |
|
|
2023
Q4 | $341K | Buy |
8,470
+250
| +3% | +$10.1K | 0.09% | 164 |
|
|
2023
Q3 | $312K | Sell |
8,220
-3,432
| -29% | -$130K | 0.11% | 156 |
|
|
2023
Q2 | $461K | Hold |
11,652
| – | – | 0.15% | 120 |
|
|
2023
Q1 | $460K | Buy |
11,652
+2,988
| +34% | +$118K | 0.17% | 114 |
|
|
2022
Q4 | $302K | Hold |
8,664
| – | – | 0.14% | 127 |
|
|
2022
Q3 | $302K | Hold |
8,664
| – | – | 0.14% | 129 |
|
|
2022
Q2 | $345K | Hold |
8,664
| – | – | 0.19% | 103 |
|
|
2022
Q1 | $391K | Hold |
8,664
| – | – | 0.19% | 100 |
|
|
2021
Q4 | $423K | Buy |
8,664
+185
| +2% | +$9.03K | 0.21% | 89 |
|
|
2021
Q3 | $427K | Hold |
8,479
| – | – | 0.24% | 82 |
|
|
2021
Q2 | $438K | Buy |
8,479
+3,500
| +70% | +$181K | 0.24% | 81 |
|
|
2021
Q1 | $266K | Hold |
4,979
| – | – | 0.18% | 114 |
|
|
2020
Q4 | $257K | Sell |
4,979
-299
| -6% | -$15.4K | 0.19% | 99 |
|
|
2020
Q3 | $233K | Hold |
5,278
| – | – | 0.24% | 96 |
|
|
2020
Q2 | $212K | Hold |
5,278
| – | – | 0.24% | 92 |
|
|
2020
Q1 | $179K | Buy |
+5,278
| New | +$179K | 0.18% | 98 |
|