Peterson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
6,553
+63
| +1% | +$3.04K | 0.05% | 77 |
|
|
2025
Q1 | $254K | Hold |
6,490
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $274K | Buy |
6,490
+110
| +2% | +$4.64K | 0.05% | 75 |
|
|
2024
Q3 | $293K | Hold |
6,380
| – | – | 0.06% | 68 |
|
|
2024
Q2 | $272K | Hold |
6,380
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $262K | Hold |
6,380
| – | – | 0.06% | 63 |
|
|
2023
Q4 | $257K | Sell |
6,380
-10
| -0.2% | -$402 | 0.06% | 60 |
|
|
2023
Q3 | $243K | Hold |
6,390
| – | – | 0.07% | 55 |
|
|
2023
Q2 | $256K | Buy |
6,390
+10
| +0.2% | +$400 | 0.07% | 56 |
|
|
2023
Q1 | $252K | Sell |
6,380
-257
| -4% | -$10.1K | 0.07% | 55 |
|
|
2022
Q4 | $252K | Sell |
6,637
-213
| -3% | -$8.07K | 0.08% | 54 |
|
|
2022
Q3 | $239K | Hold |
6,850
| – | – | 0.08% | 50 |
|
|
2022
Q2 | $275K | Hold |
6,850
| – | – | 0.09% | 48 |
|
|
2022
Q1 | $309K | Hold |
6,850
| – | – | 0.09% | 50 |
|
|
2021
Q4 | $335K | Hold |
6,850
| – | – | 0.1% | 47 |
|
|
2021
Q3 | $345K | Buy |
6,850
+164
| +2% | +$8.26K | 0.11% | 44 |
|
|
2021
Q2 | $369K | Hold |
6,686
| – | – | 0.13% | 42 |
|
|
2021
Q1 | $357K | Hold |
6,686
| – | – | 0.15% | 40 |
|
|
2020
Q4 | $345K | Hold |
6,686
| – | – | 0.15% | 40 |
|
|
2020
Q3 | $295K | Hold |
6,686
| – | – | 0.15% | 41 |
|
|
2020
Q2 | $267K | Sell |
6,686
-10,382
| -61% | -$415K | 0.14% | 41 |
|
|
2020
Q1 | $583K | Buy |
+17,068
| New | +$583K | 0.38% | 25 |
|