Trademark Financial Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,703
| Closed | -$273K | – | 89 |
|
|
2024
Q4 | $273K | Sell |
4,703
-932
| -17% | -$54.2K | 0.22% | 76 |
|
|
2024
Q3 | $359K | Sell |
5,635
-249
| -4% | -$15.9K | 0.29% | 65 |
|
|
2024
Q2 | $360K | Sell |
5,884
-1,569
| -21% | -$95.9K | 0.29% | 65 |
|
|
2024
Q1 | $439K | Buy |
7,453
+339
| +5% | +$20K | 0.36% | 55 |
|
|
2023
Q4 | $411K | Buy |
+7,114
| New | +$411K | 0.3% | 68 |
|