O'Connor Financial Group’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
2024 Q1	–	Sell	-18,646	Closed	-$750K	–	49
2023 Q4	$750K	Sell	18,646 -1,521	-8%	-$61.2K	0.46%	33
2023 Q3	$765K	Sell	20,167 -37	-0.2%	-$1.4K	0.52%	29
2023 Q2	$799K	Buy	20,204 +1,055	+6%	+$41.7K	0.55%	31
2023 Q1	$756K	Buy	+19,149	New	+$756K	0.57%	31