Moss Adams Wealth 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 | $383K | Sell |
7,942
-570
| -7% | -$27.5K | 0.03% | 163 |
|
|
2025
Q1 | $372K | Hold |
8,512
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $356K | Hold |
8,512
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $390K | Sell |
8,512
-187
| -2% | -$8.58K | 0.04% | 122 |
|
|
2024
Q2 | $370K | Sell |
8,699
-327
| -4% | -$13.9K | 0.05% | 103 |
|
|
2024
Q1 | $371K | Hold |
9,026
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $363K | Sell |
9,026
-120
| -1% | -$4.83K | 0.08% | 68 |
|
|
2023
Q3 | $347K | Hold |
9,146
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $362K | Sell |
9,146
-1,513
| -14% | -$59.9K | 0.12% | 56 |
|
|
2023
Q1 | $421K | Sell |
10,659
-153
| -1% | -$6.04K | 0.14% | 49 |
|
|
2022
Q4 | $410K | Buy |
+10,812
| New | +$410K | 0.21% | 60 |
|