Litman Gregory Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Litman Gregory Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.37M	Sell	25,086 -242	-1%	-$13.2K	0.1%	73
2025 Q3	$1.35M	Hold	25,328	–	–	0.1%	69
2025 Q2	$1.22M	Hold	25,328	–	–	0.1%	71
2025 Q1	$1.11M	Sell	25,328 -3,823	-13%	-$166K	0.09%	74
2024 Q4	$1.22M	Sell	29,151 -4,627	-14%	-$205K	0.11%	63
2024 Q3	$1.55M	Sell	33,778 -1,380	-4%	-$59.5K	0.13%	59
2024 Q2	$1.5M	Sell	35,158 -17,713	-34%	-$743K	0.13%	61
2024 Q1	$2.17M	Sell	52,871 -1,266	-2%	-$50.4K	0.2%	54
2023 Q4	$2.18M	Buy	54,137 +7,765	+17%	+$300K	0.21%	53
2023 Q3	$1.76M	Buy	46,372 +1,580	+4%	+$62.6K	0.18%	57
2023 Q2	$1.77M	Buy	+44,792	New	+$1.76M	0.22%	35
2023 Q1	–	Sell	-46,242	Closed	-$1.75M	–	50
2022 Q4	$1.75M	Sell	46,242 -13,070	-22%	-$482K	0.24%	33
2022 Q3	$2.07M	Sell	59,312 -19,089	-24%	-$745K	0.33%	29
2022 Q2	$3.14M	Sell	78,401 -7,600	-9%	-$319K	0.46%	33
2022 Q1	$3.88M	Sell	86,001 -2,400	-3%	-$113K	0.57%	28
2021 Q4	$4.32M	Buy	88,401 +34,987	+66%	+$1.76M	0.73%	23
2021 Q3	$2.69M	Buy	53,414 +51,452	+2,622%	+$2.68M	0.51%	29
2021 Q2	$1.96K	Sell	1,962 -34,203	-95%	-$1.86M	0.37%	31
2021 Q1	$1.93M	Sell	36,165 -308	-0.8%	-$16.9K	0.38%	30
2020 Q4	$1.89M	Hold	36,473	–	–	0.35%	33
2020 Q3	$1.61M	Buy	36,473 +3,492	+11%	+$153K	0.33%	33
2020 Q2	$1.32M	Buy	32,981 +19,409	+143%	+$727K	0.29%	33
2020 Q1	$463K	Buy	13,572 +392	+3%	+$16.1K	0.12%	42
2019 Q4	$591K	Sell	13,180 -3,544	-21%	-$152K	0.13%	38
2019 Q3	$684K	Sell	16,724 -1,116	-6%	-$46.1K	0.17%	36
2019 Q2	$766K	Hold	17,840	–	–	0.2%	35
2019 Q1	$766K	Buy	17,840 +273	+2%	+$11.5K	0.21%	34
2018 Q4	$686K	Buy	17,567 +13,415	+323%	+$537K	0.21%	35
2018 Q3	$178K	Sell	4,152 -3,349	-45%	-$145K	0.06%	40
2018 Q2	$343K	Buy	7,501 +3,788	+102%	+$175K	0.14%	32
2018 Q1	$179K	Hold	3,713	–	–	0.07%	35
2017 Q4	$175	Hold	3,713	–	–	0.05%	32
2017 Q3	$166K	Buy	3,713 +1,285	+53%	+$56.6K	0.08%	33
2017 Q2	$100K	Hold	2,428	–	–	0.06%	28
2017 Q1	$96K	Hold	2,428	–	–	0.06%	30
2016 Q4	$85K	Buy	+2,428	New	+$87.6K	0.06%	30
2016 Q2	–	Sell	-49,327	Closed	-$1.69M	–	34
2016 Q1	$1.69M	Sell	49,327 -19,157	-28%	-$593K	1.34%	12
2015 Q4	$2.21M	Buy	+68,484	New	+$2.35M	1.59%	13
2014 Q2	–	Sell	-2,191	Closed	-$90K	–	21
2014 Q1	$90K	Hold	2,191	–	–	0.11%	14
2013 Q4	$92K	Buy	+2,191	New	+$91.7K	0.11%	14
2013 Q3	–	Sell	-109,291	Closed	-$4.21M	–	13
2013 Q2	$4.21M	Buy	+109,291	New	+$4.54M	4.69%	7