Perigon Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $752K | Hold |
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|
2025
Q2 | $718K | Buy |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $705K | Buy |
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|
2024
Q1 | $678K | Hold |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $562K | Hold |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Buy |
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