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