Winch Advisory Services’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 | $160K | Buy |
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|
2025
Q1 | $2.5K | Hold |
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|
2024
Q4 | $2.4K | Hold |
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|
2024
Q3 | $2.61K | Hold |
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|
2024
Q2 | $2.42K | Sell |
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|
2024
Q1 | $7.87K | Sell |
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|
2023
Q4 | $13.9K | Sell |
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|
2023
Q3 | $23K | Sell |
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|
2023
Q2 | $28K | Sell |
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|
2023
Q1 | $39K | Sell |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $85K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $96K | Buy |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $76K | Sell |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $84K | Sell |
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|
2019
Q3 | $76K | Sell |
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|
2019
Q2 | $87K | Sell |
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|
2019
Q1 | $3.16M | Buy |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $3.3M | Sell |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $4.04M | Buy |
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|
2017
Q4 | $3.73M | Buy |
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|
2017
Q3 | $3M | Buy |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $338K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Buy |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $4K | Buy |
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