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 |
|