Waterford 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 | $240K | Sell |
1,041
-3,926
| -79% | -$904K | 0.09% | 50 |
|
|
2025
Q1 | $217K | Hold |
4,967
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $208K | Hold |
4,967
| – | – | 0.11% | 46 |
|
|
2024
Q3 | $228K | Sell |
4,967
-75
| -1% | -$3.44K | 0.12% | 48 |
|
|
2024
Q2 | $215K | Hold |
5,042
| – | – | 0.09% | 51 |
|
|
2024
Q1 | $207K | Hold |
5,042
| – | – | 0.09% | 54 |
|
|
2023
Q4 | $203K | Buy |
+5,042
| New | +$203K | 0.1% | 51 |
|