Lowe Wealth Advisors’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 | $141K | Hold |
2,640
| – | – | 0.05% | 75 |
|
|
2025
Q2 | $127K | Hold |
2,640
| – | – | 0.05% | 78 |
|
|
2025
Q1 | $115K | Sell |
2,640
-23
| -0.9% | -$999 | 0.05% | 83 |
|
|
2024
Q4 | $111K | Buy |
2,663
+102
| +4% | +$4.52K | 0.05% | 79 |
|
|
2024
Q3 | $117K | Hold |
2,561
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $109K | Buy |
2,561
+600
| +31% | +$25.2K | 0.05% | 69 |
|
|
2024
Q1 | $80.6K | Buy |
1,961
+980
| +100% | +$39K | 0.04% | 89 |
|
|
2023
Q4 | $39.4K | Hold |
981
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $37.2K | Sell |
981
-522
| -35% | -$20.7K | 0.02% | 125 |
|
|
2023
Q2 | $59.5K | Hold |
1,503
| – | – | 0.03% | 101 |
|
|
2023
Q1 | $59.3K | Hold |
1,503
| – | – | 0.03% | 91 |
|
|
2022
Q4 | $57K | Hold |
1,503
| – | – | 0.03% | 100 |
|
|
2022
Q3 | $52K | Hold |
1,503
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $60K | Buy |
1,503
+501
| +50% | +$21K | 0.03% | 81 |
|
|
2022
Q1 | $45K | Hold |
1,002
| – | – | 0.02% | 108 |
|
|
2021
Q4 | $49K | Hold |
1,002
| – | – | 0.02% | 99 |
|
|
2021
Q3 | $50K | Hold |
1,002
| – | – | 0.02% | 94 |
|
|
2021
Q2 | $55K | Hold |
1,002
| – | – | 0.03% | 90 |
|
|
2021
Q1 | $53K | Hold |
1,002
| – | – | 0.03% | 82 |
|
|
2020
Q4 | $52K | Hold |
1,002
| – | – | 0.03% | 82 |
|
|
2020
Q3 | $44K | Hold |
1,002
| – | – | 0.02% | 80 |
|
|
2020
Q2 | $40K | Hold |
1,002
| – | – | 0.02% | 77 |
|
|
2020
Q1 | $34K | Hold |
1,002
| – | – | 0.02% | 76 |
|
|
2019
Q4 | $45K | Hold |
1,002
| – | – | 0.03% | 69 |
|
|
2019
Q3 | $41K | Hold |
1,002
| – | – | 0.02% | 72 |
|
|
2019
Q2 | $43K | Hold |
1,002
| – | – | 0.03% | 67 |
|
|
2019
Q1 | $43K | Hold |
1,002
| – | – | 0.03% | 63 |
|
|
2018
Q4 | $39K | Hold |
1,002
| – | – | 0.03% | 64 |
|
|
2018
Q3 | $43K | Hold |
1,002
| – | – | 0.03% | 71 |
|
|
2018
Q2 | $43K | Hold |
1,002
| – | – | 0.03% | 67 |
|
|
2018
Q1 | $48K | Hold |
1,002
| – | – | 0.03% | 68 |
|
|
2017
Q4 | $47K | Hold |
1,002
| – | – | 0.03% | 71 |
|
|
2017
Q3 | $45K | Buy |
1,002
+720
| +255% | +$31.7K | 0.03% | 67 |
|
|
2017
Q2 | $12K | Hold |
282
| – | – | 0.01% | 125 |
|
|
2017
Q1 | $11K | Sell |
282
-150
| -35% | -$5.7K | 0.01% | 126 |
|
|
2016
Q4 | $15K | Buy |
432
+150
| +53% | +$5.41K | 0.01% | 113 |
|
|
2016
Q3 | $11K | Hold |
282
| – | – | 0.01% | 136 |
|
|
2016
Q2 | $10K | Hold |
282
| – | – | 0.01% | 133 |
|
|
2016
Q1 | $10K | Hold |
282
| – | – | 0.01% | 127 |
|
|
2015
Q4 | $9K | Hold |
282
| – | – | 0.01% | 133 |
|
|
2015
Q3 | $9K | Hold |
282
| – | – | 0.01% | 132 |
|
|
2015
Q2 | $11K | Hold |
282
| – | – | 0.01% | 133 |
|
|
2015
Q1 | $11K | Hold |
282
| – | – | 0.01% | 129 |
|
|
2014
Q4 | $11K | Buy |
+282
| New | +$11.5K | 0.01% | 123 |
|
Other funds holding EEM
CI