Lyell Wealth Management’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 | $1.29M | Hold |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $207K | Buy |
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