Lionsbridge Wealth Management’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 | $585K | Sell |
12,132
-6,409
| -35% | -$309K | 0.58% | 47 |
|
|
2025
Q1 | $810K | Sell |
18,541
-3,511
| -16% | -$153K | 0.72% | 42 |
|
|
2024
Q4 | $922K | Buy |
22,052
+1,588
| +8% | +$66.4K | 0.77% | 43 |
|
|
2024
Q3 | $938K | Sell |
20,464
-390
| -2% | -$17.9K | 0.74% | 45 |
|
|
2024
Q2 | $888K | Sell |
20,854
-517
| -2% | -$22K | 0.71% | 42 |
|
|
2024
Q1 | $878K | Sell |
21,371
-190
| -0.9% | -$7.81K | 0.68% | 41 |
|
|
2023
Q4 | $867K | Buy |
21,561
+1,186
| +6% | +$47.7K | 0.69% | 43 |
|
|
2023
Q3 | $773K | Sell |
20,375
-17,376
| -46% | -$659K | 0.73% | 37 |
|
|
2023
Q2 | $1.49M | Sell |
37,751
-1,081
| -3% | -$42.8K | 1.33% | 26 |
|
|
2023
Q1 | $1.53M | Buy |
+38,832
| New | +$1.53M | 1.41% | 26 |
|
|
2020
Q1 | – | Sell |
-152
| Closed | -$6K | – | 110 |
|
|
2019
Q4 | $6K | Buy |
+152
| New | +$6K | 0.01% | 138 |
|