Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,270
| Closed | -$292K | – | 105 |
|
|
2022
Q2 | $292K | Buy |
+7,270
| New | +$292K | 0.07% | 103 |
|
|
2018
Q4 | – | Sell |
-9,119
| Closed | -$391K | – | 115 |
|
|
2018
Q3 | $391K | Sell |
9,119
-31,040
| -77% | -$1.33M | 0.17% | 102 |
|
|
2018
Q2 | $1.74M | Sell |
40,159
-28,149
| -41% | -$1.22M | 0.85% | 53 |
|
|
2018
Q1 | $3.3M | Buy |
68,308
+2,799
| +4% | +$135K | 1.73% | 13 |
|
|
2017
Q4 | $3.09M | Buy |
65,509
+3,062
| +5% | +$144K | 1.67% | 14 |
|
|
2017
Q3 | $2.8M | Buy |
62,447
+9,133
| +17% | +$409K | 1.57% | 18 |
|
|
2017
Q2 | $2.21M | Buy |
53,314
+2,760
| +5% | +$114K | 1.34% | 26 |
|
|
2017
Q1 | $1.99M | Buy |
50,554
+13,395
| +36% | +$528K | 1.32% | 28 |
|
|
2016
Q4 | $1.3M | Buy |
+37,159
| New | +$1.3M | 1.04% | 40 |
|