UP Strategic Wealth Investment 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 | $222K | Sell |
4,602
-76
| -2% | -$3.67K | 0.17% | 82 |
|
|
2025
Q1 | $204K | Buy |
+4,678
| New | +$204K | 0.18% | 84 |
|
|
2024
Q4 | – | Sell |
-6,950
| Closed | -$319K | – | 83 |
|
|
2024
Q3 | $319K | Hold |
6,950
| – | – | 0.36% | 53 |
|
|
2024
Q2 | $296K | Buy |
6,950
+1,201
| +21% | +$51.2K | 0.45% | 47 |
|
|
2024
Q1 | $236K | Buy |
5,749
+25
| +0.4% | +$1.03K | 0.39% | 51 |
|
|
2023
Q4 | $230K | Buy |
+5,724
| New | +$230K | 0.42% | 47 |
|