Walkner Condon 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 | $281K | Buy |
5,828
+355
| +6% | +$17.1K | 0.05% | 225 |
|
|
2025
Q1 | $239K | Buy |
5,473
+138
| +3% | +$6.03K | 0.05% | 235 |
|
|
2024
Q4 | $223K | Hold |
5,335
| – | – | 0.05% | 255 |
|
|
2024
Q3 | $245K | Hold |
5,335
| – | – | 0.05% | 240 |
|
|
2024
Q2 | $227K | Hold |
5,335
| – | – | 0.05% | 232 |
|
|
2024
Q1 | $219K | Hold |
5,335
| – | – | 0.05% | 253 |
|
|
2023
Q4 | $215K | Buy |
+5,335
| New | +$215K | 0.05% | 249 |
|