Wealthstream 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 | $218K | Buy |
+4,527
| New | +$218K | 0.04% | 157 |
|
|
2024
Q4 | – | Sell |
-4,527
| Closed | -$208K | – | 170 |
|
|
2024
Q3 | $208K | Buy |
+4,527
| New | +$208K | 0.04% | 143 |
|
|
2024
Q2 | – | Sell |
-7,932
| Closed | -$326K | – | 154 |
|
|
2024
Q1 | $326K | Buy |
7,932
+2,450
| +45% | +$101K | 0.12% | 93 |
|
|
2023
Q4 | $220K | Buy |
5,482
+103
| +2% | +$4.14K | 0.09% | 131 |
|
|
2023
Q3 | $204K | Hold |
5,379
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $213K | Buy |
5,379
+41
| +0.8% | +$1.62K | 0.11% | 90 |
|
|
2023
Q1 | $211K | Hold |
5,338
| – | – | 0.13% | 72 |
|
|
2022
Q4 | $202K | Buy |
+5,338
| New | +$202K | 0.13% | 72 |
|
|
2022
Q3 | – | Sell |
-5,257
| Closed | -$211K | – | 69 |
|
|
2022
Q2 | $211K | Buy |
5,257
+47
| +0.9% | +$1.89K | 0.21% | 64 |
|
|
2022
Q1 | $235K | Buy |
5,210
+3
| +0.1% | +$135 | 0.21% | 61 |
|
|
2021
Q4 | $254K | Buy |
+5,207
| New | +$254K | 0.22% | 57 |
|