TFA
Tobias Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
68,827
-6,483
| -9% | -$313K | 0.57% | 32 |
|
|
2025
Q1 | $3.29M | Sell |
75,310
-818
| -1% | -$35.7K | 0.64% | 30 |
|
|
2024
Q4 | $3.18M | Sell |
76,128
-258
| -0.3% | -$10.8K | 0.64% | 31 |
|
|
2024
Q3 | $3.5M | Sell |
76,386
-4,879
| -6% | -$224K | 0.7% | 29 |
|
|
2024
Q2 | $3.46M | Sell |
81,265
-30,820
| -27% | -$1.31M | 0.75% | 27 |
|
|
2024
Q1 | $4.6M | Sell |
112,085
-5,149
| -4% | -$212K | 1.04% | 23 |
|
|
2023
Q4 | $4.71M | Buy |
117,234
+6,876
| +6% | +$276K | 1.15% | 22 |
|
|
2023
Q3 | $4.19M | Sell |
110,358
-2,541
| -2% | -$96.4K | 1.1% | 24 |
|
|
2023
Q2 | $4.47M | Buy |
112,899
+1,123
| +1% | +$44.4K | 1.2% | 25 |
|
|
2023
Q1 | $4.41M | Sell |
111,776
-13,484
| -11% | -$532K | 1.29% | 24 |
|
|
2022
Q4 | $4.75M | Buy |
125,260
+27,522
| +28% | +$1.04M | 1.56% | 21 |
|
|
2022
Q3 | $3.41M | Buy |
97,738
+31,689
| +48% | +$1.11M | 1.2% | 26 |
|
|
2022
Q2 | $2.65M | Sell |
66,049
-116,824
| -64% | -$4.69M | 0.89% | 30 |
|
|
2022
Q1 | $8.26M | Buy |
+182,873
| New | +$8.26M | 2.85% | 9 |
|
|
2021
Q4 | – | Sell |
-13,777
| Closed | -$694K | – | 78 |
|
|
2021
Q3 | $694K | Hold |
13,777
| – | – | 0.26% | 47 |
|
|
2021
Q2 | $760K | Buy |
13,777
+937
| +7% | +$51.7K | 0.3% | 47 |
|
|
2021
Q1 | $685K | Sell |
12,840
-71
| -0.5% | -$3.79K | 0.29% | 47 |
|
|
2020
Q4 | $667K | Hold |
12,911
| – | – | 0.31% | 45 |
|
|
2020
Q3 | $569K | Sell |
12,911
-1,024
| -7% | -$45.1K | 0.31% | 45 |
|
|
2020
Q2 | $557K | Sell |
13,935
-779
| -5% | -$31.1K | 0.33% | 44 |
|
|
2020
Q1 | $502K | Buy |
14,714
+368
| +3% | +$12.6K | 0.36% | 37 |
|
|
2019
Q4 | $643K | Buy |
+14,346
| New | +$643K | 0.41% | 33 |
|