Mount Yale Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
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|
2025
Q1 | $1.08M | Hold |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $959K | Buy |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $969K | Buy |
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|
2022
Q4 | $899K | Buy |
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $812K | Sell |
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|
2020
Q4 | $789K | Sell |
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|
2020
Q3 | $674K | Hold |
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|
2020
Q2 | $612K | Buy |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $583K | Hold |
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|
2019
Q3 | $597K | Hold |
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|
2019
Q2 | $551K | Hold |
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|
2019
Q1 | $594K | Hold |
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|
2018
Q4 | $582K | Sell |
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|
2018
Q3 | $737K | Sell |
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|
2018
Q2 | $828K | Buy |
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|
2018
Q1 | $854K | Buy |
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