WealthShield Partners’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 | $675K | Buy |
13,990
+422
| +3% | +$20.4K | 0.08% | 207 |
|
|
2025
Q1 | $593K | Sell |
13,568
-183
| -1% | -$8K | 0.08% | 207 |
|
|
2024
Q4 | $575K | Sell |
13,751
-2,278
| -14% | -$95.3K | 0.08% | 200 |
|
|
2024
Q3 | $735K | Buy |
16,029
+2,642
| +20% | +$121K | 0.1% | 178 |
|
|
2024
Q2 | $570K | Buy |
13,387
+13,189
| +6,661% | +$562K | 0.09% | 194 |
|
|
2024
Q1 | $8.13K | Sell |
198
-15,851
| -99% | -$651K | ﹤0.01% | 432 |
|
|
2023
Q4 | $645K | Sell |
16,049
-1,370
| -8% | -$55.1K | 0.11% | 182 |
|
|
2023
Q3 | $661K | Sell |
17,419
-311
| -2% | -$11.8K | 0.1% | 185 |
|
|
2023
Q2 | $701K | Sell |
17,730
-360
| -2% | -$14.2K | 0.11% | 178 |
|
|
2023
Q1 | $714K | Sell |
18,090
-10,884
| -38% | -$429K | 0.12% | 181 |
|
|
2022
Q4 | $1.1M | Buy |
28,974
+17,705
| +157% | +$671K | 0.21% | 120 |
|
|
2022
Q3 | $393K | Buy |
11,269
+1,578
| +16% | +$55K | 0.08% | 224 |
|
|
2022
Q2 | $389K | Sell |
9,691
-8,873
| -48% | -$356K | 0.08% | 223 |
|
|
2022
Q1 | $838K | Sell |
18,564
-4,105
| -18% | -$185K | 0.13% | 170 |
|
|
2021
Q4 | $1.11M | Buy |
22,669
+3,722
| +20% | +$182K | 0.18% | 120 |
|
|
2021
Q3 | $955K | Sell |
18,947
-2,599
| -12% | -$131K | 0.26% | 88 |
|
|
2021
Q2 | $1.19M | Buy |
21,546
+19,597
| +1,005% | +$1.08M | 0.19% | 90 |
|
|
2021
Q1 | $104K | Sell |
1,949
-27,722
| -93% | -$1.48M | 0.02% | 335 |
|
|
2020
Q4 | $1.53M | Buy |
29,671
+17,507
| +144% | +$905K | 0.28% | 80 |
|
|
2020
Q3 | $536K | Buy |
12,164
+7,702
| +173% | +$339K | 0.19% | 120 |
|
|
2020
Q2 | $178K | Sell |
4,462
-1,429
| -24% | -$57K | 0.08% | 205 |
|
|
2020
Q1 | $201K | Sell |
5,891
-46
| -0.8% | -$1.57K | 0.12% | 153 |
|
|
2019
Q4 | $266K | Sell |
5,937
-235
| -4% | -$10.5K | 0.13% | 153 |
|
|
2019
Q3 | $252K | Sell |
6,172
-432
| -7% | -$17.6K | 0.13% | 146 |
|
|
2019
Q2 | $283K | Sell |
6,604
-74
| -1% | -$3.17K | 0.16% | 121 |
|
|
2019
Q1 | $287K | Sell |
6,678
-487
| -7% | -$20.9K | 0.16% | 109 |
|
|
2018
Q4 | $280K | Sell |
7,165
-244
| -3% | -$9.54K | 0.19% | 96 |
|
|
2018
Q3 | $318K | Sell |
7,409
-2,089
| -22% | -$89.7K | 0.18% | 86 |
|
|
2018
Q2 | $412K | Sell |
9,498
-211
| -2% | -$9.15K | 0.25% | 68 |
|
|
2018
Q1 | $469K | Sell |
9,709
-268
| -3% | -$12.9K | 0.3% | 63 |
|
|
2017
Q4 | $479K | Buy |
+9,977
| New | +$479K | 0.29% | 70 |
|