Physician 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 | $189K | Buy |
3,908
+321
| +9% | +$15.5K | 0.03% | 196 |
|
|
2025
Q1 | $157K | Sell |
3,587
-2,359
| -40% | -$103K | 0.03% | 206 |
|
|
2024
Q4 | $249K | Buy |
5,946
+12
| +0.2% | +$502 | 0.04% | 156 |
|
|
2024
Q3 | $268K | Sell |
5,934
-325
| -5% | -$14.7K | 0.05% | 149 |
|
|
2024
Q2 | $277K | Sell |
6,259
-1,680
| -21% | -$74.4K | 0.05% | 134 |
|
|
2024
Q1 | $315K | Sell |
7,939
-1,616
| -17% | -$64.2K | 0.07% | 124 |
|
|
2023
Q4 | $364K | Buy |
9,555
+16
| +0.2% | +$609 | 0.08% | 106 |
|
|
2023
Q3 | $359K | Hold |
9,539
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $382K | Buy |
9,539
+74
| +0.8% | +$2.96K | 0.09% | 92 |
|
|
2023
Q1 | $373K | Hold |
9,465
| – | – | 0.1% | 94 |
|
|
2022
Q4 | $398K | Sell |
9,465
-2,883
| -23% | -$121K | 0.11% | 89 |
|
|
2022
Q3 | $452K | Buy |
12,348
+71
| +0.6% | +$2.6K | 0.14% | 76 |
|
|
2022
Q2 | $486K | Buy |
12,277
+355
| +3% | +$14.1K | 0.14% | 79 |
|
|
2022
Q1 | $514K | Buy |
11,922
+278
| +2% | +$12K | 0.14% | 84 |
|
|
2021
Q4 | $569K | Buy |
11,644
+56
| +0.5% | +$2.74K | 0.15% | 82 |
|
|
2021
Q3 | $602K | Sell |
11,588
-79
| -0.7% | -$4.1K | 0.17% | 78 |
|
|
2021
Q2 | $622K | Buy |
11,667
+33
| +0.3% | +$1.76K | 0.18% | 73 |
|
|
2021
Q1 | $629K | Hold |
11,634
| – | – | 0.2% | 66 |
|
|
2020
Q4 | $665K | Sell |
11,634
-983
| -8% | -$56.2K | 0.23% | 66 |
|
|
2020
Q3 | $571K | Sell |
12,617
-113
| -0.9% | -$5.11K | 0.23% | 59 |
|
|
2020
Q2 | $560K | Sell |
12,730
-64
| -0.5% | -$2.82K | 0.23% | 60 |
|
|
2020
Q1 | $457K | Sell |
12,794
-2,461
| -16% | -$87.9K | 0.23% | 61 |
|
|
2019
Q4 | $706K | Sell |
15,255
-1,507
| -9% | -$69.7K | 0.31% | 42 |
|
|
2019
Q3 | $726K | Buy |
+16,762
| New | +$726K | 0.35% | 42 |
|