Sowell Financial Services’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
$3.44M Buy
71,413
+211
+0.3% +$10.2K 0.14% 151
2025
Q1
$3.11M Buy
71,202
+943
+1% +$41.2K 0.14% 153
2024
Q4
$2.94M Buy
70,259
+1,542
+2% +$64.5K 0.15% 148
2024
Q3
$3.15M Buy
68,717
+2,486
+4% +$114K 0.15% 156
2024
Q2
$2.82M Sell
66,231
-3,242
-5% -$138K 0.13% 166
2024
Q1
$2.85M Sell
69,473
-2,899
-4% -$119K 0.13% 170
2023
Q4
$2.91M Buy
72,372
+6,246
+9% +$251K 0.16% 150
2023
Q3
$2.51M Buy
66,126
+22,065
+50% +$837K 0.16% 152
2023
Q2
$1.74M Buy
44,061
+784
+2% +$31K 0.1% 241
2023
Q1
$1.71M Buy
43,277
+2,682
+7% +$106K 0.13% 184
2022
Q4
$1.54M Buy
40,595
+1,328
+3% +$50.3K 0.1% 234
2022
Q3
$1.37M Buy
+39,267
New +$1.37M 0.14% 193
2022
Q1
Sell
-38,039
Closed -$1.86M 241
2021
Q4
$1.86M Sell
38,039
-6,952
-15% -$340K 0.11% 209
2021
Q3
$2.27M Sell
44,991
-1,519
-3% -$76.5K 0.15% 163
2021
Q2
$2.57M Sell
46,510
-2,106
-4% -$116K 0.17% 153
2021
Q1
$2.63M Buy
48,616
+745
+2% +$40.3K 0.09% 198
2020
Q4
$2.47M Buy
47,871
+9,330
+24% +$482K 0.11% 175
2020
Q3
$1.7M Sell
38,541
-21,479
-36% -$947K 0.08% 203
2020
Q2
$2.4M Sell
60,020
-24,621
-29% -$985K 0.13% 150
2020
Q1
$1.97M Buy
84,641
+15,983
+23% +$372K 0.15% 160
2019
Q4
$3.08M Buy
68,658
+952
+1% +$42.7K 0.23% 89
2019
Q3
$2.77M Buy
+67,706
New +$2.77M 0.23% 96
2019
Q1
$1.67M Buy
39,003
+3,193
+9% +$137K 0.19% 122
2018
Q4
$1.4M Buy
+35,810
New +$1.4M 0.2% 111
2018
Q3
Sell
-36,086
Closed -$1.53M 383
2018
Q2
$1.53M Buy
36,086
+2,760
+8% +$117K 0.33% 73
2018
Q1
$1.54M Buy
33,326
+6,838
+26% +$317K 0.39% 65
2017
Q4
$1.33M Sell
26,488
-25,203
-49% -$1.26M 0.32% 76
2017
Q3
$2.41M Sell
51,691
-19,350
-27% -$900K 0.63% 46
2017
Q2
$3.14M Buy
71,041
+662
+0.9% +$29.3K 0.89% 30
2017
Q1
$2.91M Buy
70,379
+17,546
+33% +$726K 0.86% 34
2016
Q4
$2.04M Buy
+52,833
New +$2.04M 0.68% 41