WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $454K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $318K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $292K | Hold |
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|
2014
Q4 | $286K | Sell |
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|
2014
Q3 | $312K | Sell |
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|
2014
Q2 | $359K | Sell |
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|
2014
Q1 | $478K | Buy |
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|
2013
Q4 | $259K | Sell |
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|
2013
Q3 | $260K | Hold |
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|
2013
Q2 | $246K | Buy |
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