SFG Wealth Management’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
2026 Q1	–	Sell	-4,344	Closed	-$238K	–	107
2025 Q4	$238K	Hold	4,344	–	–	0.09%	123
2025 Q3	$232K	Hold	4,344	–	–	0.1%	121
2025 Q2	$210K	Buy	+4,344	New	+$195K	0.13%	80
2024 Q4	–	Sell	-4,509	Closed	-$207K	–	103
2024 Q3	$207K	Buy	+4,509	New	+$194K	0.11%	88
2023 Q4	–	Sell	-7,505	Closed	-$285K	–	93
2023 Q3	$285K	Hold	7,505	–	–	0.23%	72
2023 Q2	$297K	Sell	7,505 -259	-3%	-$10.2K	0.25%	72
2023 Q1	$306K	Sell	7,764 -702	-8%	-$27.9K	0.34%	52
2022 Q4	$321K	Buy	8,466 +1,509	+22%	+$55.7K	0.4%	51
2022 Q3	$243K	Sell	6,957 -157	-2%	-$6.13K	0.33%	59
2022 Q2	$285K	Sell	7,114 -311	-4%	-$13K	0.33%	59
2022 Q1	$335K	Sell	7,425 -1,733	-19%	-$81.8K	0.31%	55
2021 Q4	$447K	Buy	+9,158	New	+$461K	0.4%	56