Oak Family 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
2022
Q1
Sell
-4,459
Closed -$218K 143
2021
Q4
$218K Buy
4,459
+14
+0.3% +$684 0.08% 146
2021
Q3
$224K Sell
4,445
-300
-6% -$15.1K 0.08% 134
2021
Q2
$262K Buy
4,745
+4
+0.1% +$221 0.11% 85
2021
Q1
$253K Sell
4,741
-135
-3% -$7.2K 0.11% 81
2020
Q4
$252K Buy
+4,876
New +$252K 0.13% 87