Wade Financial Advisory’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
Q1 | $481K | Sell |
11,010
-76
| -0.7% | -$3.32K | 0.16% | 51 |
|
|
2024
Q4 | $464K | Hold |
11,086
| – | – | 0.16% | 52 |
|
|
2024
Q3 | $508K | Hold |
11,086
| – | – | 0.17% | 52 |
|
|
2024
Q2 | $472K | Hold |
11,086
| – | – | 0.17% | 54 |
|
|
2024
Q1 | $455K | Hold |
11,086
| – | – | 0.17% | 55 |
|
|
2023
Q4 | $446K | Sell |
11,086
-270
| -2% | -$10.9K | 0.17% | 57 |
|
|
2023
Q3 | $431K | Sell |
11,356
-246
| -2% | -$9.34K | 0.18% | 55 |
|
|
2023
Q2 | $459K | Sell |
11,602
-516
| -4% | -$20.4K | 0.18% | 57 |
|
|
2023
Q1 | $478K | Hold |
12,118
| – | – | 0.2% | 53 |
|
|
2022
Q4 | $459K | Sell |
12,118
-2,057
| -15% | -$78K | 0.21% | 54 |
|
|
2022
Q3 | $494K | Hold |
14,175
| – | – | 0.25% | 50 |
|
|
2022
Q2 | $568K | Hold |
14,175
| – | – | 0.27% | 47 |
|
|
2022
Q1 | $640K | Buy |
14,175
+1,072
| +8% | +$48.4K | 0.27% | 50 |
|
|
2021
Q4 | $640K | Hold |
13,103
| – | – | 0.33% | 45 |
|
|
2021
Q3 | $660K | Hold |
13,103
| – | – | 0.37% | 42 |
|
|
2021
Q2 | $723K | Hold |
13,103
| – | – | 0.4% | 40 |
|
|
2021
Q1 | $699K | Hold |
13,103
| – | – | 0.44% | 38 |
|
|
2020
Q4 | $677K | Hold |
13,103
| – | – | 0.45% | 37 |
|
|
2020
Q3 | $578K | Hold |
13,103
| – | – | 0.46% | 40 |
|
|
2020
Q2 | $524K | Hold |
13,103
| – | – | 0.45% | 41 |
|
|
2020
Q1 | $447K | Sell |
13,103
-95
| -0.7% | -$3.24K | 0.45% | 38 |
|
|
2019
Q4 | $592K | Buy |
+13,198
| New | +$592K | 0.52% | 32 |
|