Williams Jones Wealth Management’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
2024
Q4
Sell
-10,188
Closed -$467K 509
2024
Q3
$467K Buy
+10,188
New +$467K 0.01% 370
2020
Q1
Sell
-13,170
Closed -$591K 403
2019
Q4
$591K Buy
13,170
+100
+0.8% +$4.49K 0.01% 258
2019
Q3
$534K Buy
+13,070
New +$534K 0.01% 262