SageView Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
5,207
-282
| -5% | -$13.9K | 0.01% | 536 |
|
|
2025
Q1 | $240K | Buy |
+5,489
| New | +$240K | 0.01% | 534 |
|
|
2024
Q2 | – | Sell |
-11,138
| Closed | -$595K | – | 582 |
|
|
2024
Q1 | $595K | Buy |
11,138
+4,804
| +76% | +$256K | 0.03% | 287 |
|
|
2023
Q4 | $244K | Buy |
6,334
+1,060
| +20% | +$40.9K | 0.01% | 573 |
|
|
2023
Q3 | $200K | Buy |
+5,274
| New | +$200K | 0.01% | 509 |
|