NFP Retirement Inc’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 | $784K | Buy |
16,260
+657
| +4% | +$31.7K | 0.05% | 154 |
|
|
2025
Q1 | $682K | Buy |
15,603
+289
| +2% | +$12.6K | 0.05% | 150 |
|
|
2024
Q4 | $640K | Buy |
15,314
+1,131
| +8% | +$47.3K | 0.05% | 157 |
|
|
2024
Q3 | $650K | Sell |
14,183
-275
| -2% | -$12.6K | 0.05% | 162 |
|
|
2024
Q2 | $616K | Buy |
14,458
+2,292
| +19% | +$97.6K | 0.05% | 167 |
|
|
2024
Q1 | $500K | Buy |
12,166
+1,568
| +15% | +$64.4K | 0.04% | 183 |
|
|
2023
Q4 | $426K | Buy |
10,598
+439
| +4% | +$17.7K | 0.07% | 161 |
|
|
2023
Q3 | $386K | Buy |
10,159
+1,200
| +13% | +$45.5K | 0.07% | 163 |
|
|
2023
Q2 | $354K | Sell |
8,959
-389
| -4% | -$15.4K | 0.07% | 171 |
|
|
2023
Q1 | $369K | Buy |
9,348
+1,199
| +15% | +$47.3K | 0.07% | 179 |
|
|
2022
Q4 | $309K | Sell |
8,149
-572
| -7% | -$21.7K | 0.07% | 186 |
|
|
2022
Q3 | $304K | Buy |
8,721
+798
| +10% | +$27.8K | 0.07% | 182 |
|
|
2022
Q2 | $318K | Sell |
7,923
-878
| -10% | -$35.2K | 0.08% | 179 |
|
|
2022
Q1 | $397K | Buy |
+8,801
| New | +$397K | 0.09% | 154 |
|
|
2021
Q4 | – | Sell |
-4,499
| Closed | -$227K | – | 152 |
|
|
2021
Q3 | $227K | Sell |
4,499
-1,400
| -24% | -$70.5K | 0.09% | 124 |
|
|
2021
Q2 | $325K | Buy |
5,899
+778
| +15% | +$42.9K | 0.13% | 104 |
|
|
2021
Q1 | $273K | Buy |
+5,121
| New | +$273K | 0.12% | 109 |
|