Klingman & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $1.09M | Hold | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $987K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $882K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $844K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $872K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $810K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $705K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $680K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $642K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $525K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $524K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $503K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $460K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $529K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $564K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $777K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $993K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $976K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $854K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $745K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $581K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $417K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $356K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $468K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $405K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $425K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $425K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $386K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $476K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $480K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $427K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $417K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $15K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $101K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $103K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $125K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $126K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $123K | Buy | 
         |