Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24K | Hold |
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|
2025
Q1 | $2.78K | Hold |
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|
2024
Q4 | $2.91K | Hold |
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|
2024
Q3 | $3.19K | Hold |
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|
2024
Q2 | $3.06K | Hold |
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|
2024
Q1 | $2.94K | Sell |
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|
2023
Q4 | $27.6K | Hold |
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|
2023
Q3 | $26K | Hold |
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|
2023
Q2 | $25.6K | Hold |
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|
2023
Q1 | $24K | Sell |
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|
2022
Q4 | $23.2K | Sell |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $143K | Sell |
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q2 | $18K | Buy |
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