UFA
US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.92M | Buy |
226,949
+23,542
| +12% | +$1.03M | 2.93% | 10 |
|
|
2024
Q4 | $8.51M | Buy |
203,407
+5,275
| +3% | +$221K | 2.62% | 15 |
|
|
2024
Q3 | $9.09M | Buy |
198,132
+3,617
| +2% | +$166K | 2.83% | 14 |
|
|
2024
Q2 | $8.28M | Buy |
194,515
+14,107
| +8% | +$601K | 2.78% | 14 |
|
|
2024
Q1 | $7.41M | Buy |
180,408
+7,133
| +4% | +$293K | 2.57% | 14 |
|
|
2023
Q4 | $6.97M | Buy |
173,275
+7,444
| +4% | +$299K | 2.6% | 15 |
|
|
2023
Q3 | $6.29M | Buy |
165,831
+11,235
| +7% | +$426K | 2.62% | 14 |
|
|
2023
Q2 | $6.12M | Buy |
154,596
+20,619
| +15% | +$816K | 2.6% | 15 |
|
|
2023
Q1 | $5.29M | Buy |
133,977
+7,039
| +6% | +$278K | 2.36% | 15 |
|
|
2022
Q4 | $4.81M | Sell |
126,938
-3,120
| -2% | -$118K | 2.41% | 15 |
|
|
2022
Q3 | $4.54M | Sell |
130,058
-7,310
| -5% | -$255K | 2.54% | 14 |
|
|
2022
Q2 | $5.51M | Buy |
137,368
+605
| +0.4% | +$24.3K | 3.09% | 13 |
|
|
2022
Q1 | $6.18M | Sell |
136,763
-14,497
| -10% | -$655K | 2.97% | 14 |
|
|
2021
Q4 | $7.39M | Buy |
151,260
+5,045
| +3% | +$246K | 3.37% | 12 |
|
|
2021
Q3 | $7.37M | Buy |
146,215
+4,118
| +3% | +$207K | 3.65% | 12 |
|
|
2021
Q2 | $7.84M | Sell |
142,097
-3,372
| -2% | -$186K | 3.82% | 12 |
|
|
2021
Q1 | $7.76M | Buy |
145,469
+38,451
| +36% | +$2.05M | 2.15% | 15 |
|
|
2020
Q4 | $5.53M | Buy |
+107,018
| New | +$5.53M | 1.67% | 18 |
|
|
2016
Q2 | – | Sell |
-962
| Closed | -$33K | – | 134 |
|
|
2016
Q1 | $33K | Sell |
962
-7,804
| -89% | -$268K | 0.06% | 115 |
|
|
2015
Q4 | $282K | Buy |
8,766
+248
| +3% | +$7.98K | 0.27% | 53 |
|
|
2015
Q3 | $279K | Buy |
8,518
+112
| +1% | +$3.67K | 0.46% | 41 |
|
|
2015
Q2 | $333K | Sell |
8,406
-304
| -3% | -$12K | 0.31% | 40 |
|
|
2015
Q1 | $350K | Sell |
8,710
-375
| -4% | -$15.1K | 0.32% | 38 |
|
|
2014
Q4 | $357K | Buy |
+9,085
| New | +$357K | 0.32% | 42 |
|