Mayflower Financial Advisors’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 | $737K | Sell |
15,275
-9,214
| -38% | -$444K | 0.1% | 184 |
|
|
2025
Q1 | $1.07M | Buy |
24,489
+8,979
| +58% | +$392K | 0.16% | 133 |
|
|
2024
Q4 | $649K | Buy |
15,510
+3,070
| +25% | +$128K | 0.1% | 191 |
|
|
2024
Q3 | $570K | Sell |
12,440
-3,963
| -24% | -$182K | 0.09% | 202 |
|
|
2024
Q2 | $699K | Buy |
16,403
+3,648
| +29% | +$155K | 0.11% | 170 |
|
|
2024
Q1 | $524K | Buy |
12,755
+132
| +1% | +$5.42K | 0.09% | 204 |
|
|
2023
Q4 | $508K | Sell |
12,623
-3,396
| -21% | -$137K | 0.07% | 203 |
|
|
2023
Q3 | $608K | Sell |
16,019
-9,806
| -38% | -$372K | 0.09% | 168 |
|
|
2023
Q2 | $1.02M | Buy |
25,825
+3,169
| +14% | +$125K | 0.13% | 131 |
|
|
2023
Q1 | $894K | Sell |
22,656
-665
| -3% | -$26.2K | 0.12% | 143 |
|
|
2022
Q4 | $884K | Sell |
23,321
-1,619
| -6% | -$61.4K | 0.12% | 137 |
|
|
2022
Q3 | $870K | Buy |
24,940
+14,755
| +145% | +$515K | 0.14% | 115 |
|
|
2022
Q2 | $408K | Buy |
10,185
+2,628
| +35% | +$105K | 0.06% | 213 |
|
|
2022
Q1 | $341K | Sell |
7,557
-180
| -2% | -$8.12K | 0.05% | 248 |
|
|
2021
Q4 | $378K | Sell |
7,737
-641
| -8% | -$31.3K | 0.05% | 230 |
|
|
2021
Q3 | $440K | Buy |
8,378
+655
| +8% | +$34.4K | 0.06% | 207 |
|
|
2021
Q2 | $426K | Sell |
7,723
-1,260
| -14% | -$69.5K | 0.06% | 188 |
|
|
2021
Q1 | $479K | Sell |
8,983
-220
| -2% | -$11.7K | 0.07% | 165 |
|
|
2020
Q4 | $476K | Buy |
+9,203
| New | +$476K | 0.08% | 153 |
|