TLFA
True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,692
| Closed | -$215K | – | 75 |
|
|
2024
Q3 | $215K | Buy |
+4,692
| New | +$215K | 0.02% | 63 |
|
|
2024
Q2 | – | Sell |
-5,642
| Closed | -$232K | – | 66 |
|
|
2024
Q1 | $232K | Sell |
5,642
-89
| -2% | -$3.66K | 0.02% | 63 |
|
|
2023
Q4 | $230K | Sell |
5,731
-32,702
| -85% | -$1.31M | 0.02% | 58 |
|
|
2023
Q3 | $1.46M | Hold |
38,433
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $1.52M | Sell |
38,433
-168
| -0.4% | -$6.65K | 0.18% | 36 |
|
|
2023
Q1 | $1.52M | Hold |
38,601
| – | – | 0.19% | 40 |
|
|
2022
Q4 | $1.46M | Sell |
38,601
-6,007
| -13% | -$228K | 0.2% | 38 |
|
|
2022
Q3 | $1.56M | Buy |
44,608
+35,360
| +382% | +$1.23M | 0.23% | 35 |
|
|
2022
Q2 | $371K | Sell |
9,248
-11
| -0.1% | -$441 | 0.06% | 97 |
|
|
2022
Q1 | $418K | Sell |
9,259
-100
| -1% | -$4.52K | 0.06% | 90 |
|
|
2021
Q4 | $457K | Buy |
9,359
+335
| +4% | +$16.4K | 0.06% | 107 |
|
|
2021
Q3 | $455K | Hold |
9,024
| – | – | 0.06% | 96 |
|
|
2021
Q2 | $498K | Hold |
9,024
| – | – | 0.07% | 80 |
|
|
2021
Q1 | $481K | Hold |
9,024
| – | – | 0.07% | 106 |
|
|
2020
Q4 | $466K | Buy |
+9,024
| New | +$466K | 0.07% | 105 |
|