Novak & Powell Financial Services’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 | $237K | Sell |
4,918
-4,074
| -45% | -$197K | 0.16% | 128 |
|
|
2025
Q1 | $435K | Buy |
8,992
+2,289
| +34% | +$111K | 0.27% | 82 |
|
|
2024
Q4 | $282K | Buy |
6,703
+200
| +3% | +$8.41K | 0.17% | 111 |
|
|
2024
Q3 | $298K | Hold |
6,503
| – | – | 0.17% | 109 |
|
|
2024
Q2 | $277K | Buy |
6,503
+36
| +0.6% | +$1.53K | 0.17% | 111 |
|
|
2024
Q1 | $266K | Sell |
6,467
-436
| -6% | -$17.9K | 0.2% | 107 |
|
|
2023
Q4 | $278K | Buy |
+6,903
| New | +$278K | 0.19% | 108 |
|