Oldfather 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 | $4.32M | Buy |
89,573
+4,127
| +5% | +$199K | 1.49% | 17 |
|
|
2025
Q1 | $3.73M | Buy |
85,446
+3,536
| +4% | +$155K | 1.42% | 17 |
|
|
2024
Q4 | $3.43M | Buy |
81,910
+1,474
| +2% | +$61.6K | 1.31% | 17 |
|
|
2024
Q3 | $3.69M | Sell |
80,436
-3,745
| -4% | -$172K | 1.42% | 16 |
|
|
2024
Q2 | $3.59M | Buy |
84,181
+1,298
| +2% | +$55.3K | 1.47% | 16 |
|
|
2024
Q1 | $3.4M | Buy |
82,883
+3,744
| +5% | +$154K | 1.4% | 17 |
|
|
2023
Q4 | $3.18M | Buy |
79,139
+5,219
| +7% | +$210K | 1.42% | 17 |
|
|
2023
Q3 | $2.81M | Buy |
73,920
+2,655
| +4% | +$101K | 1.42% | 17 |
|
|
2023
Q2 | $2.82M | Buy |
71,265
+4,189
| +6% | +$166K | 1.38% | 17 |
|
|
2023
Q1 | $2.65M | Buy |
67,076
+2,796
| +4% | +$110K | 1.37% | 17 |
|
|
2022
Q4 | $2.44M | Sell |
64,280
-1,564
| -2% | -$59.3K | 1.39% | 16 |
|
|
2022
Q3 | $2.3M | Buy |
65,844
+5,725
| +10% | +$200K | 1.44% | 17 |
|
|
2022
Q2 | $2.4M | Buy |
60,119
+3,775
| +7% | +$151K | 1.37% | 17 |
|
|
2022
Q1 | $2.38M | Sell |
56,344
-782
| -1% | -$33K | 1.29% | 18 |
|
|
2021
Q4 | $2.84M | Buy |
57,126
+6,935
| +14% | +$345K | 1.49% | 18 |
|
|
2021
Q3 | $2.61M | Buy |
50,191
+1,261
| +3% | +$65.6K | 1.34% | 17 |
|
|
2021
Q2 | $2.55M | Buy |
48,930
+1,611
| +3% | +$84.1K | 1.4% | 18 |
|
|
2021
Q1 | $2.56M | Buy |
47,319
+751
| +2% | +$40.6K | 1.47% | 16 |
|
|
2020
Q4 | $2.62M | Buy |
46,568
+1,806
| +4% | +$102K | 1.55% | 16 |
|
|
2020
Q3 | $2.05M | Buy |
44,762
+2,357
| +6% | +$108K | 1.46% | 16 |
|
|
2020
Q2 | $1.85M | Buy |
42,405
+1,744
| +4% | +$76K | 1.43% | 16 |
|
|
2020
Q1 | $1.48M | Buy |
40,661
+2,725
| +7% | +$99.3K | 1.41% | 15 |
|
|
2019
Q4 | $1.66M | Buy |
+37,936
| New | +$1.66M | 1.54% | 16 |
|