Waterway Wealth Management’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 | – | Sell |
-6,746
| Closed | -$295K | – | 85 |
|
|
2025
Q1 | $295K | Sell |
6,746
-1,036
| -13% | -$45.3K | 0.12% | 64 |
|
|
2024
Q4 | $325K | Buy |
7,782
+986
| +15% | +$41.2K | 0.14% | 61 |
|
|
2024
Q3 | $312K | Sell |
6,796
-10
| -0.1% | -$459 | 0.13% | 56 |
|
|
2024
Q2 | $290K | Sell |
6,806
-3,251
| -32% | -$138K | 0.14% | 50 |
|
|
2024
Q1 | $413K | Sell |
10,057
-22,640
| -69% | -$930K | 0.18% | 47 |
|
|
2023
Q4 | $547K | Buy |
+32,697
| New | +$547K | 0.23% | 30 |
|