Orin Green Financial’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 | $1.3M | Sell |
26,922
-63
| -0.2% | -$3.04K | 0.55% | 30 |
|
2025
Q1 | $1.13M | Buy |
+26,985
| New | +$1.13M | 0.53% | 30 |
|
2024
Q4 | – | Sell |
-27,999
| Closed | -$1.28M | – | 33 |
|
2024
Q3 | $1.28M | Sell |
27,999
-915
| -3% | -$42K | 0.55% | 32 |
|
2024
Q2 | $1.23M | Buy |
+28,914
| New | +$1.23M | 0.57% | 30 |
|
2024
Q1 | – | Sell |
-34,993
| Closed | -$1.41M | – | 30 |
|
2023
Q4 | $1.41M | Sell |
34,993
-114
| -0.3% | -$4.58K | 0.69% | 27 |
|
2023
Q3 | $1.33M | Sell |
35,107
-1,132
| -3% | -$43K | 0.74% | 26 |
|
2023
Q2 | $1.43M | Sell |
36,239
-120
| -0.3% | -$4.75K | 0.75% | 25 |
|
2023
Q1 | $1.43M | Sell |
36,359
-474
| -1% | -$18.7K | 0.78% | 25 |
|
2022
Q4 | $1.4M | Buy |
36,833
+69
| +0.2% | +$2.62K | 0.82% | 24 |
|
2022
Q3 | $1.28M | Sell |
36,764
-3,695
| -9% | -$129K | 0.83% | 25 |
|
2022
Q2 | $1.59M | Sell |
40,459
-210
| -0.5% | -$8.26K | 0.99% | 22 |
|
2022
Q1 | $1.84M | Sell |
40,669
-254
| -0.6% | -$11.5K | 1.2% | 19 |
|
2021
Q4 | $2.03M | Sell |
40,923
-1,645
| -4% | -$81.4K | 1.47% | 18 |
|
2021
Q3 | $2.15M | Buy |
42,568
+807
| +2% | +$40.7K | 1.5% | 19 |
|
2021
Q2 | $2.3M | Buy |
41,761
+5,011
| +14% | +$276K | 1.63% | 18 |
|
2021
Q1 | $1.96M | Sell |
36,750
-6,153
| -14% | -$328K | 1.6% | 18 |
|
2020
Q4 | $2.22M | Buy |
+42,903
| New | +$2.22M | 1.76% | 19 |
|