Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,583
| Closed | -$506K | – | 158 |
|
|
2025
Q1 | $506K | Sell |
11,583
-2,009
| -15% | -$87.3K | 0.07% | 104 |
|
|
2024
Q4 | $568K | Buy |
+13,592
| New | +$602K | 0.08% | 102 |
|
|
2019
Q3 | – | Sell |
-108
| Closed | – | – | 90 |
|
|
2019
Q2 | $0 | Buy |
108
+43
| +66% | +$1.83K | ﹤0.01% | 199 |
|
|
2019
Q1 | $3K | Sell |
65
-75
| -54% | -$3.16K | ﹤0.01% | 183 |
|
|
2018
Q4 | $5K | Sell |
140
-445
| -76% | -$17.8K | ﹤0.01% | 167 |
|
|
2018
Q3 | $25K | Hold |
585
| – | – | 0.01% | 138 |
|
|
2018
Q2 | $25K | Hold |
585
| – | – | 0.01% | 131 |
|
|
2018
Q1 | $28K | Hold |
585
| – | – | 0.02% | 114 |
|
|
2017
Q4 | $28K | Buy |
585
+2
| +0.3% | +$93 | 0.02% | 113 |
|
|
2017
Q3 | $27K | Buy |
583
+1
| +0.2% | +$44 | 0.01% | 112 |
|
|
2017
Q2 | $24K | Buy |
582
+119
| +26% | +$4.84K | 0.01% | 116 |
|
|
2017
Q1 | $18K | Sell |
463
-95
| -17% | -$3.61K | 0.01% | 143 |
|
|
2016
Q4 | $20K | Buy |
558
+1
| +0.2% | +$36 | 0.01% | 140 |
|
|
2016
Q3 | $21K | Buy |
557
+100
| +22% | +$3.66K | 0.01% | 134 |
|
|
2016
Q2 | $16K | Hold |
457
| – | – | 0.01% | 149 |
|
|
2016
Q1 | $16K | Buy |
457
+382
| +509% | +$11.8K | 0.01% | 156 |
|
|
2015
Q4 | $2K | Sell |
75
-919
| -92% | -$31.5K | ﹤0.01% | 224 |
|
|
2015
Q3 | $33K | Buy |
+994
| New | +$35.1K | 0.03% | 128 |
|
|
2015
Q2 | – | Sell |
-1,191
| Closed | -$48K | – | 204 |
|
|
2015
Q1 | $48K | Buy |
+1,191
| New | +$47.4K | 0.03% | 93 |
|
Other funds holding EEM
