Luts & Greenleigh Group’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
$424K Buy
8,796
+1,151
+15% +$55.5K 0.41% 49
2025
Q1
$334K Hold
7,645
0.33% 54
2024
Q4
$320K Sell
7,645
-276
-3% -$11.5K 0.32% 57
2024
Q3
$363K Buy
7,921
+221
+3% +$10.1K 0.35% 52
2024
Q2
$328K Buy
+7,700
New +$328K 0.34% 50
2023
Q4
$314K Sell
7,817
-2,070
-21% -$83.2K 0.4% 44
2023
Q3
$375K Sell
9,887
-4,056
-29% -$154K 0.47% 42
2023
Q2
$552K Buy
13,943
+831
+6% +$32.9K 0.68% 34
2023
Q1
$517K Sell
13,112
-41
-0.3% -$1.62K 0.66% 32
2022
Q4
$499K Buy
+13,153
New +$499K 0.63% 31