TRIA
Trail Ridge Investment 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 | $660K | Buy |
+13,598
| New | +$660K | 0.32% | 58 |
|
2023
Q2 | – | Sell |
-5,519
| Closed | -$218K | – | 118 |
|
2023
Q1 | $218K | Buy |
+5,519
| New | +$218K | 0.14% | 110 |
|
2022
Q4 | – | Sell |
-25,604
| Closed | -$977K | – | 119 |
|
2022
Q3 | $977K | Sell |
25,604
-42,552
| -62% | -$1.62M | 0.65% | 49 |
|
2022
Q2 | $2.73M | Buy |
68,156
+49,297
| +261% | +$1.98M | 1.85% | 7 |
|
2022
Q1 | $851K | Buy |
18,859
+12,853
| +214% | +$580K | 0.52% | 56 |
|
2021
Q4 | $293K | Buy |
+6,006
| New | +$293K | 0.18% | 119 |
|