AWM
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Aegis Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aegis Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
5,093
-3,500
-41% -$153K 0.13% 109
2025
Q1 		$376K Buy
8,593
+3,500
+69% +$153K 0.22% 74
2024
Q4 		$213K Buy
+5,093
New +$213K 0.14% 104