LGT Financial 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 | $22.6K | Sell |
468
-111
| -19% | -$5.35K | 0.06% | 152 |
|
|
2025
Q1 | $25.3K | Buy |
579
+196
| +51% | +$8.56K | 0.08% | 136 |
|
|
2024
Q4 | $16K | Buy |
+383
| New | +$16K | 0.04% | 356 |
|
|
2024
Q3 | – | Sell |
-8,876
| Closed | -$378K | – | 722 |
|
|
2024
Q2 | $378K | Buy |
8,876
+61
| +0.7% | +$2.6K | 0.8% | 27 |
|
|
2024
Q1 | $362K | Hold |
8,815
| – | – | 0.42% | 49 |
|
|
2023
Q4 | $354K | Buy |
8,815
+164
| +2% | +$6.6K | 0.43% | 48 |
|
|
2023
Q3 | $328K | Hold |
8,651
| – | – | 0.42% | 53 |
|
|
2023
Q2 | $342K | Buy |
+8,651
| New | +$342K | 0.36% | 79 |
|
|
2023
Q1 | – | Sell |
-8,584
| Closed | -$325K | – | 110 |
|
|
2022
Q4 | $325K | Buy |
+8,584
| New | +$325K | 0.38% | 56 |
|