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