River 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 | $1.71M | Sell |
35,391
-2,782
| -7% | -$134K | 0.21% | 89 |
|
|
2025
Q1 | $1.67M | Sell |
38,173
-2,597
| -6% | -$113K | 0.23% | 85 |
|
|
2024
Q4 | $1.7M | Sell |
40,770
-3,313
| -8% | -$139K | 0.23% | 88 |
|
|
2024
Q3 | $2.02M | Sell |
44,083
-2,424
| -5% | -$111K | 0.27% | 84 |
|
|
2024
Q2 | $1.98M | Sell |
46,507
-4,823
| -9% | -$205K | 0.28% | 79 |
|
|
2024
Q1 | $2.11M | Sell |
51,330
-16,584
| -24% | -$681K | 0.31% | 81 |
|
|
2023
Q4 | $2.73M | Buy |
67,914
+861
| +1% | +$34.6K | 0.44% | 63 |
|
|
2023
Q3 | $2.54M | Sell |
67,053
-2,322
| -3% | -$88.1K | 0.46% | 63 |
|
|
2023
Q2 | $2.74M | Sell |
69,375
-1,177
| -2% | -$46.6K | 0.47% | 60 |
|
|
2023
Q1 | $2.78M | Sell |
70,552
-3,550
| -5% | -$140K | 0.51% | 61 |
|
|
2022
Q4 | $2.81M | Sell |
74,102
-7,665
| -9% | -$291K | 0.54% | 56 |
|
|
2022
Q3 | $2.85M | Sell |
81,767
-14,509
| -15% | -$506K | 0.61% | 49 |
|
|
2022
Q2 | $3.86M | Sell |
96,276
-16,597
| -15% | -$666K | 0.71% | 37 |
|
|
2022
Q1 | $5.1M | Sell |
112,873
-17,628
| -14% | -$796K | 0.81% | 31 |
|
|
2021
Q4 | $6.38M | Sell |
130,501
-166,475
| -56% | -$8.13M | 0.99% | 25 |
|
|
2021
Q3 | $15M | Buy |
296,976
+25,160
| +9% | +$1.27M | 2.56% | 9 |
|
|
2021
Q2 | $15M | Buy |
271,816
+21,828
| +9% | +$1.2M | 2.62% | 9 |
|
|
2021
Q1 | $13.3M | Buy |
249,988
+44,665
| +22% | +$2.38M | 2.5% | 10 |
|
|
2020
Q4 | $10.6M | Buy |
205,323
+34,848
| +20% | +$1.8M | 2.29% | 10 |
|
|
2020
Q3 | $7.52M | Buy |
170,475
+17,777
| +12% | +$784K | 1.96% | 11 |
|
|
2020
Q2 | $6.11M | Buy |
152,698
+10,462
| +7% | +$418K | 1.85% | 11 |
|
|
2020
Q1 | $4.86M | Buy |
142,236
+122,378
| +616% | +$4.18M | 1.94% | 11 |
|
|
2019
Q4 | $891K | Buy |
19,858
+548
| +3% | +$24.6K | 0.3% | 86 |
|
|
2019
Q3 | $789K | Buy |
19,310
+190
| +1% | +$7.76K | 0.3% | 88 |
|
|
2019
Q2 | $820K | Buy |
19,120
+413
| +2% | +$17.7K | 0.32% | 83 |
|
|
2019
Q1 | $803K | Sell |
18,707
-286
| -2% | -$12.3K | 0.34% | 82 |
|
|
2018
Q4 | $742K | Buy |
18,993
+188
| +1% | +$7.35K | 0.33% | 81 |
|
|
2018
Q3 | $807K | Sell |
18,805
-1,280
| -6% | -$54.9K | 0.3% | 91 |
|
|
2018
Q2 | $870K | Sell |
20,085
-72
| -0.4% | -$3.12K | 0.34% | 91 |
|
|
2018
Q1 | $973K | Buy |
20,157
+545
| +3% | +$26.3K | 0.41% | 85 |
|
|
2017
Q4 | $924K | Buy |
19,612
+2,168
| +12% | +$102K | 0.38% | 89 |
|
|
2017
Q3 | $782K | Buy |
17,444
+1,115
| +7% | +$50K | 0.35% | 94 |
|
|
2017
Q2 | $676K | Buy |
16,329
+1,870
| +13% | +$77.4K | 0.31% | 100 |
|
|
2017
Q1 | $570K | Sell |
14,459
-1,110
| -7% | -$43.8K | 0.28% | 104 |
|
|
2016
Q4 | $545K | Buy |
15,569
+6,404
| +70% | +$224K | 0.28% | 104 |
|
|
2016
Q3 | $343K | Sell |
9,165
-1,070
| -10% | -$40K | 0.19% | 124 |
|
|
2016
Q2 | $352K | Buy |
10,235
+25
| +0.2% | +$860 | 0.2% | 124 |
|
|
2016
Q1 | $350K | Hold |
10,210
| – | – | 0.21% | 124 |
|
|
2015
Q4 | $329K | Buy |
+10,210
| New | +$329K | 0.21% | 122 |
|