Smallwood Wealth Investment Management’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
Q1 | $40.9K | Buy |
+937
| New | +$40.9K | 0.03% | 177 |
|
|
2022
Q4 | – | Sell |
-37,105
| Closed | -$1.29M | – | 76 |
|
|
2022
Q3 | $1.29M | Sell |
37,105
-39,016
| -51% | -$1.36M | 1.16% | 19 |
|
|
2022
Q2 | $3.05M | Sell |
76,121
-267
| -0.3% | -$10.7K | 3.09% | 6 |
|
|
2022
Q1 | $3.45M | Sell |
76,388
-415
| -0.5% | -$18.7K | 3.26% | 6 |
|
|
2021
Q4 | $3.75M | Buy |
+76,803
| New | +$3.75M | 3.49% | 6 |
|