Summit Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $432K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $428K | Buy |
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