Sightline Wealth Advisors’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	$489K	Buy	8,605 +15	+0.2%	+$882	0.21%	55
2025 Q4	$470K	Buy	8,590 +118	+1%	+$6.42K	0.2%	61
2025 Q3	$452K	Sell	8,472 -742	-8%	-$37.3K	0.2%	59
2025 Q2	$444K	Buy	9,214 +101	+1%	+$4.54K	0.21%	56
2025 Q1	$398K	Buy	9,113 +10	+0.1%	+$434	0.21%	56
2024 Q4	$381K	Sell	9,103 -192	-2%	-$8.51K	0.21%	56
2024 Q3	$426K	Sell	9,295 -776	-8%	-$33.5K	0.23%	54
2024 Q2	$429K	Buy	10,071 +91	+0.9%	+$3.82K	0.27%	52
2024 Q1	$410K	Hold	9,980	–	–	0.27%	54
2023 Q4	$401K	Sell	9,980 -731	-7%	-$28.2K	0.31%	48
2023 Q3	$406K	Sell	10,711 -1,030	-9%	-$40.8K	0.38%	45
2023 Q2	$463K	Hold	11,741	–	–	0.46%	34
2023 Q1	$463K	Sell	11,741 -1,342	-10%	-$53.4K	0.47%	32
2022 Q4	$496K	Buy	+13,083	New	+$483K	0.53%	32
2021 Q2	–	Sell	-13,996	Closed	-$749K	–	55
2021 Q1	$749K	Sell	13,996 -130	-0.9%	-$7.12K	0.69%	22
2020 Q4	$730K	Buy	+14,126	New	+$679K	0.72%	22