Sightline Wealth Advisors’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 | $444K | Buy |
9,214
+101
| +1% | +$4.87K | 0.21% | 56 |
|
|
2025
Q1 | $398K | Buy |
9,113
+10
| +0.1% | +$437 | 0.21% | 56 |
|
|
2024
Q4 | $381K | Sell |
9,103
-192
| -2% | -$8.03K | 0.21% | 56 |
|
|
2024
Q3 | $426K | Sell |
9,295
-776
| -8% | -$35.6K | 0.23% | 54 |
|
|
2024
Q2 | $429K | Buy |
10,071
+91
| +0.9% | +$3.88K | 0.27% | 52 |
|
|
2024
Q1 | $410K | Hold |
9,980
| – | – | 0.27% | 54 |
|
|
2023
Q4 | $401K | Sell |
9,980
-731
| -7% | -$29.4K | 0.31% | 48 |
|
|
2023
Q3 | $406K | Sell |
10,711
-1,030
| -9% | -$39.1K | 0.38% | 45 |
|
|
2023
Q2 | $463K | Hold |
11,741
| – | – | 0.46% | 34 |
|
|
2023
Q1 | $463K | Sell |
11,741
-1,342
| -10% | -$53K | 0.47% | 32 |
|
|
2022
Q4 | $496K | Buy |
+13,083
| New | +$496K | 0.53% | 32 |
|
|
2021
Q2 | – | Sell |
-13,996
| Closed | -$749K | – | 55 |
|
|
2021
Q1 | $749K | Sell |
13,996
-130
| -0.9% | -$6.96K | 0.69% | 22 |
|
|
2020
Q4 | $730K | Buy |
+14,126
| New | +$730K | 0.72% | 22 |
|