Tilia Fiduciary 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
2023
Q3
Sell
-2,305
Closed -$91.2K 207
2023
Q2
$91.2K Sell
2,305
-246
-10% -$9.73K 0.08% 142
2023
Q1
$101K Hold
2,551
0.1% 135
2022
Q4
$96.7K Buy
2,551
+7
+0.3% +$265 0.09% 143
2022
Q3
$88K Sell
2,544
-56
-2% -$1.94K 0.09% 146
2022
Q2
$101K Sell
2,600
-183
-7% -$7.11K 0.1% 138
2022
Q1
$126K Hold
2,783
0.11% 131
2021
Q4
$136K Buy
+2,783
New +$136K 0.11% 132