ShoreHaven Wealth Partners’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 | $855K | Buy |
17,714
+238
| +1% | +$11.5K | 0.35% | 53 |
|
2025
Q1 | $764K | Buy |
17,476
+1,241
| +8% | +$54.2K | 0.37% | 48 |
|
2024
Q4 | $679K | Buy |
16,235
+2,906
| +22% | +$122K | 0.32% | 51 |
|
2024
Q3 | $611K | Sell |
13,329
-7
| -0.1% | -$321 | 0.29% | 53 |
|
2024
Q2 | $568K | Sell |
13,336
-71
| -0.5% | -$3.02K | 0.3% | 52 |
|
2024
Q1 | $551K | Sell |
13,407
-14
| -0.1% | -$575 | 0.3% | 52 |
|
2023
Q4 | $540K | Sell |
13,421
-5,453
| -29% | -$219K | 0.33% | 50 |
|
2023
Q3 | $716K | Sell |
18,874
-356
| -2% | -$13.5K | 0.49% | 41 |
|
2023
Q2 | $761K | Sell |
19,230
-1,835
| -9% | -$72.6K | 0.51% | 37 |
|
2023
Q1 | $831K | Sell |
21,065
-33,269
| -61% | -$1.31M | 0.58% | 34 |
|
2022
Q4 | $2.06M | Sell |
54,334
-4,852
| -8% | -$184K | 1.45% | 18 |
|
2022
Q3 | $2.06M | Buy |
+59,186
| New | +$2.06M | 1.58% | 17 |
|