Pinnacle Wealth Planning Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $383K | Hold |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $254K | Sell |
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|
2019
Q1 | $567K | Buy |
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|
2018
Q4 | $504K | Sell |
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|
2018
Q3 | $723K | Hold |
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|
2018
Q2 | $730K | Hold |
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|
2018
Q1 | $813K | Hold |
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|
2017
Q4 | $794K | Buy |
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