Wealth Dimensions Group’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
Q3 | $326K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $253K | Buy |
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