Sound Financial Strategies Group’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,277
| Closed | -$1.14M | – | 74 |
|
|
2023
Q2 | $1.14M | Buy |
+21,277
| New | +$1.14M | 0.83% | 11 |
|
|
2022
Q4 | – | Sell |
-33,866
| Closed | -$1.54M | – | 63 |
|
|
2022
Q3 | $1.54M | Buy |
+33,866
| New | +$1.54M | 2.31% | 6 |
|
|
2021
Q2 | – | Sell |
-81,134
| Closed | -$4.66M | – | 95 |
|
|
2021
Q1 | $4.66M | Buy |
81,134
+20,360
| +34% | +$1.17M | 2.39% | 7 |
|
|
2020
Q4 | $3.21M | Buy |
+60,774
| New | +$3.21M | 1.76% | 7 |
|