Retirement Financial Solutions’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 | $11.4M | Sell |
236,769
-25,824
| -10% | -$1.25M | 7.08% | 7 |
|
|
2025
Q1 | $11.5M | Sell |
262,593
-39,858
| -13% | -$1.74M | 6.94% | 7 |
|
|
2024
Q4 | $12.6M | Buy |
302,451
+44,560
| +17% | +$1.86M | 6.82% | 7 |
|
|
2024
Q3 | $11.8M | Buy |
257,891
+4,458
| +2% | +$204K | 5.18% | 9 |
|
|
2024
Q2 | $10.8M | Buy |
253,433
+28,809
| +13% | +$1.23M | 5.08% | 9 |
|
|
2024
Q1 | $9.23M | Buy |
224,624
+24,119
| +12% | +$991K | 4.74% | 9 |
|
|
2023
Q4 | $8.06M | Buy |
200,505
+65,249
| +48% | +$2.62M | 4.57% | 9 |
|
|
2023
Q3 | $5.13M | Sell |
135,256
-13,830
| -9% | -$525K | 3.46% | 11 |
|
|
2023
Q2 | $5.9M | Buy |
149,086
+20,408
| +16% | +$807K | 4.05% | 12 |
|
|
2023
Q1 | $5.08M | Buy |
+128,678
| New | +$5.08M | 4.04% | 12 |
|