Kingswood Wealth Advisors’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 | $627K | Sell |
12,987
-226
| -2% | -$10.9K | 0.05% | 360 |
|
|
2025
Q1 | $578K | Sell |
13,213
-2,072
| -14% | -$90.6K | 0.05% | 357 |
|
|
2024
Q4 | $639K | Buy |
15,285
+3,473
| +29% | +$145K | 0.05% | 371 |
|
|
2024
Q3 | $544K | Buy |
11,812
+100
| +0.9% | +$4.6K | 0.04% | 438 |
|
|
2024
Q2 | $499K | Buy |
11,712
+885
| +8% | +$37.7K | 0.04% | 391 |
|
|
2024
Q1 | $445K | Sell |
10,827
-1,290
| -11% | -$53K | 0.05% | 379 |
|
|
2023
Q4 | $487K | Buy |
+12,117
| New | +$487K | 0.06% | 350 |
|