McClarren 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 | – | Sell |
-251
| Closed | -$13K | – | 146 |
|
|
2025
Q1 | $13K | Buy |
+251
| New | +$13K | 0.01% | 203 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | -$4 | – | 234 |
|
|
2024
Q3 | $4 | Sell |
45
-40
| -47% | -$4 | ﹤0.01% | 207 |
|
|
2024
Q2 | $12K | Sell |
85
-218
| -72% | -$30.8K | 0.01% | 238 |
|
|
2024
Q1 | $13K | Hold |
303
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $12K | Buy |
303
+105
| +53% | +$4.16K | 0.01% | 260 |
|
|
2023
Q3 | $7K | Hold |
198
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $7K | Buy |
198
+1
| +0.5% | +$35 | 0.01% | 267 |
|
|
2023
Q1 | $7K | Hold |
197
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $7K | Buy |
197
+3
| +2% | +$107 | 0.01% | 262 |
|
|
2022
Q3 | $6K | Buy |
+194
| New | +$6K | 0.01% | 248 |
|
|
2022
Q2 | – | Sell |
-192
| Closed | -$8K | – | 92 |
|
|
2022
Q1 | $8K | Sell |
192
-1
| -0.5% | -$42 | 0.01% | 216 |
|
|
2021
Q4 | $10K | Buy |
193
+4
| +2% | +$207 | 0.01% | 237 |
|
|
2021
Q3 | $9K | Hold |
189
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $10K | Sell |
189
-2,078
| -92% | -$110K | 0.01% | 224 |
|
|
2021
Q1 | $121K | Buy |
2,267
+1
| +0% | +$53 | 0.11% | 71 |
|
|
2020
Q4 | $117K | Buy |
+2,266
| New | +$117K | 0.11% | 70 |
|