TI
Truepoint Inc’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 | $1.51M | Buy |
31,313
+33
| +0.1% | +$1.59K | 0.04% | 62 |
|
|
2025
Q1 | $1.37M | Hold |
31,280
| – | – | 0.04% | 62 |
|
|
2024
Q4 | $1.31M | Sell |
31,280
-122
| -0.4% | -$5.1K | 0.04% | 59 |
|
|
2024
Q3 | $1.44M | Buy |
31,402
+122
| +0.4% | +$5.6K | 0.04% | 53 |
|
|
2024
Q2 | $1.33M | Sell |
31,280
-885
| -3% | -$37.7K | 0.04% | 52 |
|
|
2024
Q1 | $1.32M | Sell |
32,165
-4,891
| -13% | -$201K | 0.04% | 53 |
|
|
2023
Q4 | $1.49M | Hold |
37,056
| – | – | 0.04% | 61 |
|
|
2023
Q3 | $1.41M | Sell |
37,056
-158
| -0.4% | -$6K | 0.05% | 65 |
|
|
2023
Q2 | $1.47M | Hold |
37,214
| – | – | 0.05% | 57 |
|
|
2023
Q1 | $1.47M | Sell |
37,214
-5,745
| -13% | -$227K | 0.05% | 57 |
|
|
2022
Q4 | $1.63M | Buy |
42,959
+8,751
| +26% | +$332K | 0.06% | 56 |
|
|
2022
Q3 | $1.19M | Sell |
34,208
-50
| -0.1% | -$1.74K | 0.06% | 59 |
|
|
2022
Q2 | $1.37M | Sell |
34,258
-3
| -0% | -$120 | 0.07% | 53 |
|
|
2022
Q1 | $1.55M | Sell |
34,261
-112
| -0.3% | -$5.06K | 0.07% | 50 |
|
|
2021
Q4 | $1.68M | Buy |
34,373
+113
| +0.3% | +$5.52K | 0.08% | 45 |
|
|
2021
Q3 | $1.73M | Sell |
34,260
-264
| -0.8% | -$13.3K | 0.09% | 41 |
|
|
2021
Q2 | $1.9M | Hold |
34,524
| – | – | 0.11% | 37 |
|
|
2021
Q1 | $1.84M | Sell |
34,524
-622
| -2% | -$33.2K | 0.11% | 34 |
|
|
2020
Q4 | $1.82M | Sell |
35,146
-157
| -0.4% | -$8.11K | 0.12% | 34 |
|
|
2020
Q3 | $1.56M | Buy |
35,303
+145
| +0.4% | +$6.4K | 0.12% | 32 |
|
|
2020
Q2 | $1.41M | Sell |
35,158
-540
| -2% | -$21.6K | 0.11% | 33 |
|
|
2020
Q1 | $1.22M | Sell |
35,698
-1,314
| -4% | -$44.8K | 0.11% | 34 |
|
|
2019
Q4 | $1.66M | Hold |
37,012
| – | – | 0.13% | 27 |
|
|
2019
Q3 | $1.51M | Sell |
37,012
-48,713
| -57% | -$1.99M | 0.13% | 27 |
|
|
2019
Q2 | $3.68M | Buy |
85,725
+156
| +0.2% | +$6.69K | 0.3% | 22 |
|
|
2019
Q1 | $3.67M | Sell |
85,569
-4,990
| -6% | -$214K | 0.31% | 21 |
|
|
2018
Q4 | $3.54M | Buy |
90,559
+3,813
| +4% | +$149K | 0.34% | 18 |
|
|
2018
Q3 | $3.72M | Sell |
86,746
-370
| -0.4% | -$15.9K | 0.32% | 16 |
|
|
2018
Q2 | $3.78M | Buy |
87,116
+82,865
| +1,949% | +$3.59M | 0.34% | 15 |
|
|
2018
Q1 | $88.1K | Sell |
4,251
-81,145
| -95% | -$1.68M | 0.69% | 10 |
|
|
2017
Q4 | $4.02M | Sell |
85,396
-5,008
| -6% | -$236K | 0.38% | 14 |
|
|
2017
Q3 | $4.05M | Sell |
90,404
-415
| -0.5% | -$18.6K | 0.4% | 13 |
|
|
2017
Q2 | $3.99M | Sell |
90,819
-1,333
| -1% | -$58.6K | 0.4% | 13 |
|
|
2017
Q1 | $3.63M | Hold |
92,152
| – | – | 0.39% | 14 |
|
|
2016
Q4 | $3.47M | Sell |
92,152
-11,789
| -11% | -$444K | 0.39% | 15 |
|
|
2016
Q3 | $3.89M | Sell |
103,941
-4,608
| -4% | -$173K | 0.47% | 12 |
|
|
2016
Q2 | $3.73M | Buy |
108,549
+5,752
| +6% | +$198K | 0.48% | 12 |
|
|
2016
Q1 | $3.52M | Sell |
102,797
-94,715
| -48% | -$3.24M | 0.47% | 14 |
|
|
2015
Q4 | $6.36M | Sell |
197,512
-245,543
| -55% | -$7.9M | 0.88% | 8 |
|
|
2015
Q3 | $14.5M | Buy |
+443,055
| New | +$14.5M | 2.17% | 8 |
|