United Capital Financial Advisors’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 | $2.82M | Buy |
58,514
+9,423
| +19% | +$455K | 0.02% | 373 |
|
|
2025
Q1 | $2.15M | Sell |
49,091
-2,542
| -5% | -$111K | 0.02% | 411 |
|
|
2024
Q4 | $2.16M | Buy |
51,633
+1,525
| +3% | +$63.8K | 0.02% | 402 |
|
|
2024
Q3 | $2.3M | Sell |
50,108
-16,021
| -24% | -$735K | 0.02% | 389 |
|
|
2024
Q2 | $2.82M | Buy |
66,129
+8,408
| +15% | +$358K | 0.02% | 342 |
|
|
2024
Q1 | $2.37M | Sell |
57,721
-4,450
| -7% | -$183K | 0.02% | 395 |
|
|
2023
Q4 | $2.5M | Sell |
62,171
-24,644
| -28% | -$991K | 0.02% | 380 |
|
|
2023
Q3 | $3.29M | Sell |
86,815
-20,879
| -19% | -$792K | 0.02% | 351 |
|
|
2023
Q2 | $4.26M | Sell |
107,694
-2,200
| -2% | -$87K | 0.02% | 337 |
|
|
2023
Q1 | $4.34M | Sell |
109,894
-12,780
| -10% | -$504K | 0.02% | 333 |
|
|
2022
Q4 | $4.65M | Sell |
122,674
-18,165
| -13% | -$688K | 0.03% | 337 |
|
|
2022
Q3 | $4.91M | Sell |
140,839
-51,437
| -27% | -$1.79M | 0.03% | 321 |
|
|
2022
Q2 | $7.71M | Buy |
192,276
+13,536
| +8% | +$543K | 0.04% | 286 |
|
|
2022
Q1 | $8.07M | Sell |
178,740
-2,705
| -1% | -$122K | 0.04% | 304 |
|
|
2021
Q4 | $8.86M | Buy |
181,445
+2,836
| +2% | +$139K | 0.04% | 290 |
|
|
2021
Q3 | $9M | Buy |
178,609
+4,807
| +3% | +$242K | 0.05% | 291 |
|
|
2021
Q2 | $9.59M | Buy |
173,802
+1,330
| +0.8% | +$73.3K | 0.05% | 278 |
|
|
2021
Q1 | $9.2M | Sell |
172,472
-3,012
| -2% | -$161K | 0.05% | 274 |
|
|
2020
Q4 | $9.07M | Buy |
175,484
+4,975
| +3% | +$257K | 0.05% | 265 |
|
|
2020
Q3 | $7.52M | Sell |
170,509
-14,929
| -8% | -$658K | 0.05% | 279 |
|
|
2020
Q2 | $7.42M | Sell |
185,438
-25,117
| -12% | -$1M | 0.05% | 297 |
|
|
2020
Q1 | $7.19M | Sell |
210,555
-32,461
| -13% | -$1.11M | 0.06% | 280 |
|
|
2019
Q4 | $10.9M | Buy |
243,016
+12,279
| +5% | +$551K | 0.07% | 299 |
|
|
2019
Q3 | $9.43M | Sell |
230,737
-9,644
| -4% | -$394K | 0.07% | 297 |
|
|
2019
Q2 | $10.3M | Buy |
240,381
+1,437
| +0.6% | +$61.7K | 0.07% | 294 |
|
|
2019
Q1 | $10.3M | Sell |
238,944
-19,804
| -8% | -$850K | 0.07% | 289 |
|
|
2018
Q4 | $10.1M | Buy |
258,748
+3,689
| +1% | +$144K | 0.08% | 252 |
|
|
2018
Q3 | $10.9M | Sell |
255,059
-114,873
| -31% | -$4.93M | 0.08% | 283 |
|
|
2018
Q2 | $16M | Sell |
369,932
-6,698
| -2% | -$290K | 0.12% | 189 |
|
|
2018
Q1 | $18.2M | Buy |
376,630
+24,333
| +7% | +$1.17M | 0.14% | 170 |
|
|
2017
Q4 | $16.5M | Buy |
352,297
+15,138
| +4% | +$710K | 0.13% | 186 |
|
|
2017
Q3 | $15.1M | Buy |
337,159
+11,125
| +3% | +$499K | 0.13% | 192 |
|
|
2017
Q2 | $13.5M | Buy |
326,034
+11,416
| +4% | +$473K | 0.12% | 197 |
|
|
2017
Q1 | $12.4M | Buy |
314,618
+63,976
| +26% | +$2.52M | 0.12% | 207 |
|
|
2016
Q4 | $8.78M | Sell |
250,642
-656,292
| -72% | -$23M | 0.09% | 282 |
|
|
2016
Q3 | $34M | Buy |
906,934
+212,062
| +31% | +$7.94M | 0.33% | 65 |
|
|
2016
Q2 | $23.6M | Buy |
694,872
+494,401
| +247% | +$16.8M | 0.24% | 85 |
|
|
2016
Q1 | $6.88M | Sell |
200,471
-81,806
| -29% | -$2.81M | 0.08% | 275 |
|
|
2015
Q4 | $9.09M | Buy |
282,277
+55,839
| +25% | +$1.8M | 0.1% | 213 |
|
|
2015
Q3 | $7.42M | Sell |
226,438
-369,069
| -62% | -$12.1M | 0.09% | 239 |
|
|
2015
Q2 | $23.6M | Buy |
595,507
+157,641
| +36% | +$6.25M | 0.27% | 83 |
|
|
2015
Q1 | $18.8M | Sell |
437,866
-61,260
| -12% | -$2.63M | 0.23% | 107 |
|
|
2014
Q4 | $19.6M | Sell |
499,126
-175,580
| -26% | -$6.9M | 0.29% | 88 |
|
|
2014
Q3 | $28M | Sell |
674,706
-169,501
| -20% | -$7.04M | 0.49% | 41 |
|
|
2014
Q2 | $36.5M | Sell |
844,207
-67,735
| -7% | -$2.93M | 0.68% | 32 |
|
|
2014
Q1 | $37.4M | Buy |
911,942
+859,533
| +1,640% | +$35.2M | 0.8% | 24 |
|
|
2013
Q4 | $2.19M | Sell |
52,409
-867,694
| -94% | -$36.3M | 0.07% | 232 |
|
|
2013
Q3 | $37.5M | Buy |
920,103
+570,472
| +163% | +$23.2M | 1.2% | 20 |
|
|
2013
Q2 | $13.5M | Buy |
+349,631
| New | +$13.5M | 0.36% | 73 |
|