SFG
Sovereign Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
23,101
+3,390
| +17% | +$164K | 0.23% | 81 |
|
|
2025
Q1 | $861K | Sell |
19,711
-1,057
| -5% | -$46.2K | 0.2% | 98 |
|
|
2024
Q4 | $869K | Buy |
20,768
+950
| +5% | +$39.7K | 0.2% | 98 |
|
|
2024
Q3 | $909K | Sell |
19,818
-1,040
| -5% | -$47.7K | 0.21% | 92 |
|
|
2024
Q2 | $888K | Buy |
20,858
+890
| +4% | +$37.9K | 0.22% | 89 |
|
|
2024
Q1 | $820K | Sell |
19,968
-8,236
| -29% | -$338K | 0.22% | 89 |
|
|
2023
Q4 | $1.13M | Buy |
28,204
+13,991
| +98% | +$563K | 0.35% | 62 |
|
|
2023
Q3 | $539K | Sell |
14,213
-14
| -0.1% | -$531 | 0.19% | 113 |
|
|
2023
Q2 | $563K | Sell |
14,227
-213
| -1% | -$8.43K | 0.18% | 126 |
|
|
2023
Q1 | $570K | Sell |
14,440
-265
| -2% | -$10.5K | 0.21% | 116 |
|
|
2022
Q4 | $557K | Buy |
14,705
+5,811
| +65% | +$220K | 0.22% | 113 |
|
|
2022
Q3 | $310K | Buy |
+8,894
| New | +$310K | 0.13% | 147 |
|