MFC
Morris Financial Concepts’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Sell |
22,139
-2,835
| -11% | -$137K | 0.42% | 42 |
|
2025
Q1 | $1.09M | Sell |
24,974
-689
| -3% | -$30.1K | 0.46% | 41 |
|
2024
Q4 | $1.07M | Sell |
25,663
-770
| -3% | -$32.2K | 0.46% | 35 |
|
2024
Q3 | $1.21M | Sell |
26,433
-3,060
| -10% | -$140K | 0.52% | 36 |
|
2024
Q2 | $1.26M | Sell |
29,493
-11,309
| -28% | -$482K | 0.6% | 32 |
|
2024
Q1 | $1.68M | Sell |
40,802
-5,894
| -13% | -$242K | 0.86% | 22 |
|
2023
Q4 | $1.88M | Buy |
46,696
+1,381
| +3% | +$55.5K | 1.07% | 19 |
|
2023
Q3 | $1.72M | Buy |
45,315
+766
| +2% | +$29.1K | 1.14% | 19 |
|
2023
Q2 | $1.76M | Buy |
44,549
+785
| +2% | +$31.1K | 1.14% | 19 |
|
2023
Q1 | $1.73M | Buy |
43,764
+837
| +2% | +$33K | 1.22% | 18 |
|
2022
Q4 | $1.63M | Sell |
42,927
-2,614
| -6% | -$99.1K | 1.31% | 18 |
|
2022
Q3 | $1.59M | Buy |
45,541
+1,146
| +3% | +$40K | 1.64% | 15 |
|
2022
Q2 | $1.78M | Buy |
44,395
+1,863
| +4% | +$74.7K | 1.69% | 16 |
|
2022
Q1 | $1.92M | Buy |
42,532
+2,200
| +5% | +$99.3K | 1.6% | 16 |
|
2021
Q4 | $1.97M | Buy |
+40,332
| New | +$1.97M | 1.64% | 16 |
|