Strategic Wealth Partners’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 | $54.8K | Buy |
+1,136
| New | +$54.8K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-6,042
| Closed | -$211K | – | 266 |
|
|
2022
Q3 | $211K | Buy |
+6,042
| New | +$211K | 0.04% | 256 |
|
|
2019
Q4 | – | Sell |
-145
| Closed | -$5 | – | 229 |
|
|
2019
Q3 | $5 | Buy |
145
+85
| +142% | +$3 | ﹤0.01% | 633 |
|
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $3K | Sell |
60
-305
| -84% | -$15.3K | ﹤0.01% | 697 |
|
|
2018
Q4 | $15K | Hold |
365
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $16K | Sell |
365
-13,382
| -97% | -$587K | 0.01% | 369 |
|
|
2018
Q2 | $596K | Buy |
13,747
+12,413
| +931% | +$538K | 0.35% | 83 |
|
|
2018
Q1 | $64K | Sell |
1,334
-6,993
| -84% | -$335K | 0.03% | 227 |
|
|
2017
Q4 | $388K | Buy |
+8,327
| New | +$388K | 0.22% | 119 |
|