Strategic Wealth Partners Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strategic Wealth Partners Group’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$911K	Sell	22,185 -2,552	-10%	-$105K	0.1%	49
2023 Q4	$995K	Buy	24,737 +48	+0.2%	+$1.93K	0.13%	44
2023 Q3	$937K	Sell	24,689 -583	-2%	-$22.1K	0.14%	38
2023 Q2	$999K	Buy	25,272 +1,477	+6%	+$58.4K	0.14%	38
2023 Q1	$917K	Buy	23,795 +2,005	+9%	+$77.3K	0.15%	36
2022 Q4	$825K	Buy	21,790 +210	+1%	+$7.95K	0.18%	29
2022 Q3	$753K	Buy	21,580 +1,506	+8%	+$52.5K	0.18%	29
2022 Q2	$805K	Sell	20,074 -1,588	-7%	-$63.7K	0.18%	29
2022 Q1	$978K	Sell	21,662 -2,832	-12%	-$128K	0.19%	28
2021 Q4	$1.2M	Sell	24,494 -4,645	-16%	-$227K	0.21%	30
2021 Q3	$1.47M	Buy	+29,139	New	+$1.47M	0.28%	27
2021 Q1	$1.54M	Buy	28,936 +9,510	+49%	+$507K	0.31%	26
2020 Q4	$1M	Sell	19,426 -4,558	-19%	-$236K	0.21%	28
2020 Q3	$1.06M	Sell	23,984 -66	-0.3%	-$2.91K	0.26%	24
2020 Q2	$962K	Sell	24,050 -524	-2%	-$21K	0.24%	26
2020 Q1	$839K	Sell	24,574 -5,848	-19%	-$200K	0.24%	29
2019 Q4	$1.37M	Sell	30,422 -3,453	-10%	-$155K	0.32%	25
2019 Q3	$1.38M	Sell	33,875 -3,004	-8%	-$123K	0.38%	21
2019 Q2	$1.58M	Buy	36,879 +7,106	+24%	+$305K	0.47%	19
2019 Q1	$1.28M	Buy	29,773 +1,056	+4%	+$45.3K	0.42%	18
2018 Q4	$1.12M	Sell	28,717 -2,529	-8%	-$98.8K	0.43%	16
2018 Q3	$1.34K	Buy	31,246 +4,964	+19%	+$213	0.03%	23
2018 Q2	$1.14K	Sell	26,282 -86	-0.3%	-$4	0.02%	43
2018 Q1	$1.27K	Buy	26,368 +2,194	+9%	+$106	0.1%	39
2017 Q4	$1.14M	Sell	24,174 -2,138	-8%	-$101K	0.51%	16
2017 Q3	$1.18M	Buy	26,312 +4,033	+18%	+$181K	0.53%	16
2017 Q2	$922K	Buy	22,279 +380	+2%	+$15.7K	0.45%	16
2017 Q1	$863K	Sell	21,899 -661	-3%	-$26K	0.44%	16
2016 Q4	$790K	Buy	22,560 +4,741	+27%	+$166K	0.37%	18
2016 Q3	$667K	Buy	17,819 +133	+0.8%	+$4.98K	0.35%	15
2016 Q2	$607K	Buy	+17,686	New	+$607K	0.35%	15