KMS Financial Services’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
2014
Q3
$270K Buy
6,473
+887
+16% +$37K 0.04% 400
2014
Q2
$242K Buy
+5,586
New +$242K 0.03% 438
2014
Q1
Sell
-14,214
Closed -$595K 536
2013
Q4
$595K Sell
14,214
-6,402
-31% -$268K 0.1% 227
2013
Q3
$840K Buy
+20,616
New +$840K 0.2% 120