Sowell Financial Services’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.36M	Sell	48,620 -240	-0.5%	-$17K	0.12%	178
2025 Q4	$3.3M	Buy	48,860 +2,232	+5%	+$151K	0.12%	174
2025 Q3	$3.17M	Buy	46,628 +373	+0.8%	+$24.7K	0.12%	178
2025 Q2	$3M	Buy	46,255 +1,177	+3%	+$69.9K	0.12%	177
2025 Q1	$2.51M	Buy	45,078 +1,890	+4%	+$108K	0.11%	187
2024 Q4	$2.51M	Buy	43,188 +5,576	+15%	+$340K	0.13%	171
2024 Q3	$2.4M	Sell	37,612 -679	-2%	-$41.7K	0.11%	211
2024 Q2	$2.34M	Sell	38,291 -982	-3%	-$59K	0.11%	184
2024 Q1	$2.31M	Sell	39,273 -1,068	-3%	-$61.7K	0.11%	196
2023 Q4	$2.33M	Buy	40,341 +482	+1%	+$26.7K	0.13%	180
2023 Q3	$2.18M	Sell	39,859 -1,468	-4%	-$81.1K	0.14%	168
2023 Q2	$2.21M	Buy	41,327 +379	+0.9%	+$19.6K	0.12%	191
2023 Q1	$2.06M	Buy	40,948 +174	+0.4%	+$8.77K	0.16%	149
2022 Q4	$1.97M	Buy	40,774 +2,177	+6%	+$104K	0.13%	190
2022 Q3	$1.75M	Buy	+38,597	New	+$1.88M	0.18%	155
2022 Q1	–	Sell	-10,679	Closed	-$644K	–	242
2021 Q4	$644K	Sell	10,679 -23,287	-69%	-$1.42M	0.04%	400
2021 Q3	$2.06M	Buy	33,966 +1,020	+3%	+$62.9K	0.14%	173
2021 Q2	$2.06M	Buy	32,946 +275	+0.8%	+$16.6K	0.14%	182
2021 Q1	$1.96M	Buy	32,671 +1,307	+4%	+$73.2K	0.07%	248
2020 Q4	$1.66M	Buy	31,364 +477	+2%	+$22.9K	0.07%	236
2020 Q3	$1.35M	Buy	30,887 +387	+1%	+$16.7K	0.07%	234
2020 Q2	$1.19M	Buy	30,500 +1,240	+4%	+$44.4K	0.07%	239
2020 Q1	$939K	Buy	29,260 +341	+1%	+$13.8K	0.07%	260
2019 Q4	$1.31M	Buy	28,919 +1,091	+4%	+$47.5K	0.1%	214
2019 Q3	$1.17M	Buy	+27,828	New	+$1.18M	0.1%	217
2019 Q1	$1.25M	Sell	27,853 -2,263	-8%	-$100K	0.14%	167
2018 Q4	$1.26M	Buy	+30,116	New	+$1.28M	0.18%	120