Wells Trecaso Financial 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
Q2 | $477K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $453K | Hold |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $498K | Hold |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $660K | Hold |
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|
2019
Q3 | $601K | Hold |
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|
2019
Q2 | $631K | Hold |
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|
2019
Q1 | $631K | Sell |
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|
2018
Q4 | $697K | Hold |
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|
2018
Q3 | $765K | Sell |
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|
2018
Q2 | $788K | Hold |
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|
2018
Q1 | $878K | Buy |
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|
2017
Q4 | $763K | Buy |
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