Soundmark Wealth Management’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
2024
Q2
Sell
2024
Q1
$440K Sell
2023
Q4
$463K Buy
2023
Q3
$405K Hold
2023
Q2
$422K Sell
2023
Q1
$423K Sell
2022
Q4
$410K Sell
2022
Q3
$535K Hold
2022
Q2
$615K Buy
2022
Q1
$691K Sell
2021
Q4
$748K Sell
2021
Q3
$854K Sell
2021
Q2
$950K Sell
2021
Q1
$922K Hold
2020
Q4
$894K Buy