Wade Financial Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $568K | Hold |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $640K | Hold |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $723K | Hold |
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|
2021
Q1 | $699K | Hold |
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|
2020
Q4 | $677K | Hold |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $447K | Sell |
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|
2019
Q4 | $592K | Buy |
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