Morton Capital 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 | $470K | Hold |
9,741
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $426K | Sell |
9,741
-200
| -2% | -$8.74K | 0.08% | 74 |
|
|
2024
Q4 | $416K | Sell |
9,941
-935
| -9% | -$39.1K | 0.08% | 77 |
|
|
2024
Q3 | $499K | Buy |
10,876
+1,245
| +13% | +$57.1K | 0.1% | 66 |
|
|
2024
Q2 | $410K | Hold |
9,631
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $396K | Hold |
9,631
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $387K | Hold |
9,631
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $365K | Hold |
9,631
| – | – | 0.13% | 62 |
|
|
2023
Q2 | $381K | Buy |
9,631
+2,094
| +28% | +$82.8K | 0.13% | 67 |
|
|
2023
Q1 | $297K | Hold |
7,537
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $286K | Hold |
7,537
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $263K | Hold |
7,537
| – | – | 0.12% | 68 |
|
|
2022
Q2 | $302K | Hold |
7,537
| – | – | 0.13% | 66 |
|
|
2022
Q1 | $340K | Sell |
7,537
-100
| -1% | -$4.52K | 0.14% | 59 |
|
|
2021
Q4 | $373K | Buy |
+7,637
| New | +$373K | 0.15% | 56 |
|