Sequoia Financial 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 | $1.12M | Buy |
23,230
+1,451
| +7% | +$70K | 0.01% | 644 |
|
|
2025
Q1 | $952K | Sell |
21,779
-12,987
| -37% | -$568K | 0.01% | 628 |
|
|
2024
Q4 | $1.45M | Buy |
34,766
+97
| +0.3% | +$4.06K | 0.01% | 479 |
|
|
2024
Q3 | $1.59M | Buy |
34,669
+157
| +0.5% | +$7.2K | 0.02% | 427 |
|
|
2024
Q2 | $1.47M | Sell |
34,512
-1,014
| -3% | -$43.2K | 0.02% | 397 |
|
|
2024
Q1 | $1.46M | Sell |
35,526
-235
| -0.7% | -$9.65K | 0.02% | 384 |
|
|
2023
Q4 | $1.44M | Buy |
35,761
+1,468
| +4% | +$59K | 0.02% | 430 |
|
|
2023
Q3 | $1.3M | Sell |
34,293
-23
| -0.1% | -$873 | 0.02% | 289 |
|
|
2023
Q2 | $1.36M | Buy |
34,316
+740
| +2% | +$29.3K | 0.02% | 296 |
|
|
2023
Q1 | $1.32M | Buy |
33,576
+10,014
| +43% | +$395K | 0.03% | 270 |
|
|
2022
Q4 | $893K | Buy |
23,562
+13,757
| +140% | +$521K | 0.02% | 310 |
|
|
2022
Q3 | $342K | Sell |
9,805
-1,000
| -9% | -$34.9K | 0.01% | 356 |
|
|
2022
Q2 | $433K | Sell |
10,805
-5,186
| -32% | -$208K | 0.01% | 352 |
|
|
2022
Q1 | $722K | Sell |
15,991
-1,109
| -6% | -$50.1K | 0.02% | 292 |
|
|
2021
Q4 | $835K | Buy |
17,100
+10,657
| +165% | +$520K | 0.02% | 252 |
|
|
2021
Q3 | $325K | Sell |
6,443
-10,319
| -62% | -$521K | 0.03% | 196 |
|
|
2021
Q2 | $924K | Sell |
16,762
-728
| -4% | -$40.1K | 0.03% | 212 |
|
|
2021
Q1 | $933K | Buy |
17,490
+5,924
| +51% | +$316K | 0.04% | 196 |
|
|
2020
Q4 | $598K | Buy |
11,566
+525
| +5% | +$27.1K | 0.03% | 227 |
|
|
2020
Q3 | $487K | Sell |
11,041
-415
| -4% | -$18.3K | 0.03% | 230 |
|
|
2020
Q2 | $458K | Sell |
11,456
-1,025
| -8% | -$41K | 0.03% | 228 |
|
|
2020
Q1 | $426K | Sell |
12,481
-802
| -6% | -$27.4K | 0.03% | 215 |
|
|
2019
Q4 | $596K | Buy |
13,283
+833
| +7% | +$37.4K | 0.04% | 197 |
|
|
2019
Q3 | $509K | Buy |
12,450
+1,309
| +12% | +$53.5K | 0.04% | 197 |
|
|
2019
Q2 | $478K | Sell |
11,141
-1,099
| -9% | -$47.2K | 0.04% | 196 |
|
|
2019
Q1 | $525K | Sell |
12,240
-1,373
| -10% | -$58.9K | 0.04% | 177 |
|
|
2018
Q4 | $532K | Sell |
13,613
-843
| -6% | -$32.9K | 0.06% | 142 |
|
|
2018
Q3 | $620K | Buy |
14,456
+1,013
| +8% | +$43.4K | 0.06% | 146 |
|
|
2018
Q2 | $582K | Sell |
13,443
-496
| -4% | -$21.5K | 0.06% | 145 |
|
|
2018
Q1 | $673K | Buy |
13,939
+3,386
| +32% | +$163K | 0.07% | 130 |
|
|
2017
Q4 | $497K | Buy |
10,553
+3,335
| +46% | +$157K | 0.05% | 165 |
|
|
2017
Q3 | $323K | Buy |
7,218
+45
| +0.6% | +$2.01K | 0.04% | 205 |
|
|
2017
Q2 | $297K | Buy |
7,173
+897
| +14% | +$37.1K | 0.04% | 208 |
|
|
2017
Q1 | $247K | Buy |
+6,276
| New | +$247K | 0.03% | 228 |
|
|
2016
Q4 | – | Sell |
-5,331
| Closed | -$200K | – | 277 |
|
|
2016
Q3 | $200K | Sell |
5,331
-744
| -12% | -$27.9K | 0.04% | 228 |
|
|
2016
Q2 | $209K | Buy |
+6,075
| New | +$209K | 0.06% | 222 |
|