Wealthspire Advisors (New York)’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 | $5.28M | Buy |
109,466
+11,732
| +12% | +$566K | 0.03% | 155 |
|
|
2025
Q1 | $4.27M | Buy |
97,734
+19,389
| +25% | +$847K | 0.03% | 173 |
|
|
2024
Q4 | $3.28M | Sell |
78,345
-13,373
| -15% | -$559K | 0.03% | 184 |
|
|
2024
Q3 | $4.21M | Buy |
91,718
+19,113
| +26% | +$877K | 0.04% | 157 |
|
|
2024
Q2 | $3.09M | Buy |
72,605
+31,788
| +78% | +$1.35M | 0.04% | 148 |
|
|
2024
Q1 | $1.68M | Sell |
40,817
-1,166
| -3% | -$47.9K | 0.02% | 230 |
|
|
2023
Q4 | $1.69M | Buy |
41,983
+7,466
| +22% | +$300K | 0.02% | 222 |
|
|
2023
Q3 | $1.31M | Buy |
34,517
+1,187
| +4% | +$45K | 0.02% | 235 |
|
|
2023
Q2 | $1.32M | Sell |
33,330
-670
| -2% | -$26.5K | 0.02% | 210 |
|
|
2023
Q1 | $1.34M | Buy |
34,000
+877
| +3% | +$34.6K | 0.02% | 199 |
|
|
2022
Q4 | $1.26M | Buy |
33,123
+24,430
| +281% | +$926K | 0.02% | 217 |
|
|
2022
Q3 | $303K | Buy |
8,693
+2,262
| +35% | +$78.8K | 0.01% | 412 |
|
|
2022
Q2 | $258K | Buy |
+6,431
| New | +$258K | 0.01% | 434 |
|
|
2021
Q4 | – | Sell |
-4,318
| Closed | -$218K | – | 566 |
|
|
2021
Q3 | $218K | Buy |
+4,318
| New | +$218K | ﹤0.01% | 533 |
|
|
2021
Q1 | – | Sell |
-6,082
| Closed | -$314K | – | 705 |
|
|
2020
Q4 | $314K | Buy |
+6,082
| New | +$314K | 0.01% | 423 |
|
|
2020
Q2 | – | Sell |
-14,960
| Closed | -$511K | – | 342 |
|
|
2020
Q1 | $511K | Buy |
+14,960
| New | +$511K | 0.02% | 287 |
|