Topel & Distasi Wealth Management’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 | $312K | Buy |
6,464
+152
| +2% | +$7.33K | 0.16% | 56 |
|
|
2025
Q1 | $276K | Sell |
6,312
-16,774
| -73% | -$733K | 0.13% | 69 |
|
|
2024
Q4 | $965K | Sell |
23,086
-6,505
| -22% | -$272K | 0.41% | 50 |
|
|
2024
Q3 | $1.36M | Buy |
29,591
+23,209
| +364% | +$1.06M | 0.56% | 38 |
|
|
2024
Q2 | $272K | Sell |
6,382
-30
| -0.5% | -$1.28K | 0.12% | 70 |
|
|
2024
Q1 | $263K | Sell |
6,412
-12,365
| -66% | -$508K | 0.12% | 69 |
|
|
2023
Q4 | $755K | Buy |
18,777
+7,483
| +66% | +$301K | 0.36% | 50 |
|
|
2023
Q3 | $429K | Buy |
11,294
+157
| +1% | +$5.96K | 0.22% | 56 |
|
|
2023
Q2 | $441K | Sell |
11,137
-13
| -0.1% | -$514 | 0.22% | 56 |
|
|
2023
Q1 | $440K | Buy |
11,150
+747
| +7% | +$29.5K | 0.23% | 56 |
|
|
2022
Q4 | $394K | Hold |
10,403
| – | – | 0.22% | 58 |
|
|
2022
Q3 | $395K | Buy |
10,403
+2,348
| +29% | +$89.2K | 0.22% | 60 |
|
|
2022
Q2 | $323K | Buy |
8,055
+10
| +0.1% | +$401 | 0.19% | 59 |
|
|
2022
Q1 | $363K | Buy |
8,045
+153
| +2% | +$6.9K | 0.15% | 65 |
|
|
2021
Q4 | $386K | Buy |
+7,892
| New | +$386K | 0.16% | 66 |
|