Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.1M | Sell |
64,263
-2,582
| -4% | -$125K | 0.13% | 157 |
|
2025
Q1 | $2.92M | Buy |
66,845
+5,361
| +9% | +$234K | 0.14% | 153 |
|
2024
Q4 | $2.57M | Buy |
61,484
+316
| +0.5% | +$13.2K | 0.12% | 162 |
|
2024
Q3 | $2.81M | Buy |
+61,168
| New | +$2.81M | 0.14% | 153 |
|
2024
Q2 | – | Sell |
-62,848
| Closed | -$2.58M | – | 352 |
|
2024
Q1 | $2.58M | Sell |
62,848
-116
| -0.2% | -$4.77K | 0.43% | 46 |
|
2023
Q4 | $2.53M | Sell |
62,964
-63,086
| -50% | -$2.54M | 0.16% | 146 |
|
2023
Q3 | $4.78M | Buy |
126,050
+49,320
| +64% | +$1.87M | 0.29% | 68 |
|
2023
Q2 | $3.04M | Buy |
76,730
+1,475
| +2% | +$58.4K | 0.26% | 80 |
|
2023
Q1 | $2.97M | Buy |
75,255
+571
| +0.8% | +$22.5K | 0.26% | 87 |
|
2022
Q4 | $2.83M | Buy |
74,684
+8,235
| +12% | +$312K | 0.28% | 82 |
|
2022
Q3 | $2.32M | Sell |
66,449
-7,072
| -10% | -$247K | 0.25% | 95 |
|
2022
Q2 | $2.95M | Buy |
73,521
+3,425
| +5% | +$137K | 0.24% | 101 |
|
2022
Q1 | $3.17M | Sell |
70,096
-1,078
| -2% | -$48.7K | 0.35% | 65 |
|
2021
Q4 | $3.48M | Buy |
71,174
+4,176
| +6% | +$204K | 0.37% | 57 |
|
2021
Q3 | $3.38M | Sell |
66,998
-26,709
| -29% | -$1.35M | 0.42% | 49 |
|
2021
Q2 | $5.17M | Buy |
93,707
+10,245
| +12% | +$565K | 0.66% | 28 |
|
2021
Q1 | $4.45M | Buy |
83,462
+460
| +0.6% | +$24.5K | 0.65% | 28 |
|
2020
Q4 | $4.29M | Buy |
83,002
+77,145
| +1,317% | +$3.99M | 0.68% | 30 |
|
2020
Q3 | $258K | Buy |
+5,857
| New | +$258K | 0.06% | 207 |
|
2020
Q1 | – | Sell |
-5,238
| Closed | -$235K | – | 213 |
|
2019
Q4 | $235K | Buy |
5,238
+328
| +7% | +$14.7K | 0.11% | 177 |
|
2019
Q3 | $201K | Sell |
4,910
-177
| -3% | -$7.25K | 0.09% | 194 |
|
2019
Q2 | $2.18K | Buy |
+5,087
| New | +$2.18K | 0.09% | 190 |
|