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

Aries Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2M	Buy	197,635 +21,405	+12%	+$1.26M	2.47%	9
2025 Q4	$9.64M	Buy	176,230 +29,770	+20%	+$1.62M	2.13%	11
2025 Q3	$7.82M	Buy	146,460 +8,514	+6%	+$428K	1.85%	11
2025 Q2	$6.65M	Buy	137,946 +13,187	+11%	+$593K	1.74%	12
2025 Q1	$5.45M	Buy	124,759 +15,427	+14%	+$670K	1.48%	15
2024 Q4	$4.57M	Buy	109,332 +10,968	+11%	+$486K	1.26%	20
2024 Q3	$4.51M	Buy	98,364 +12,601	+15%	+$543K	1.24%	20
2024 Q2	$3.65M	Buy	85,763 +4,767	+6%	+$200K	1.15%	21
2024 Q1	$3.33M	Buy	80,996 +18,237	+29%	+$726K	1.07%	23
2023 Q4	$2.52M	Buy	62,759 +11,340	+22%	+$438K	0.9%	29
2023 Q3	$1.96M	Buy	51,419 +1,600	+3%	+$63.4K	0.77%	35
2023 Q2	$1.97M	Buy	49,819 +1,109	+2%	+$43.6K	0.76%	33
2023 Q1	$1.92M	Buy	48,710 +6,082	+14%	+$242K	0.79%	35
2022 Q4	$1.62M	Hold	42,628	–	–	0.7%	47
2022 Q3	$1.46M	Buy	42,628 +20,075	+89%	+$783K	0.64%	47
2022 Q2	$904K	Buy	+22,553	New	+$946K	0.41%	69
2022 Q1	–	Sell	-19,591	Closed	-$957K	–	114
2021 Q4	$957K	Sell	19,591 -572	-3%	-$28.8K	0.36%	68
2021 Q3	$1.02M	Buy	20,163 +1,475	+8%	+$76.8K	0.43%	61
2021 Q2	$1.03M	Buy	18,688 +269	+1%	+$14.6K	0.44%	60
2021 Q1	$989K	Buy	18,419 +818	+5%	+$44.8K	0.44%	60
2020 Q4	$963K	Hold	17,601	–	–	0.48%	54
2020 Q3	$776K	Hold	17,601	–	–	0.44%	56
2020 Q2	$704K	Sell	17,601 -2,525	-13%	-$94.5K	0.43%	57
2020 Q1	$680K	Buy	20,126 +8,936	+80%	+$367K	0.52%	54
2019 Q4	$502K	Hold	11,190	–	–	0.31%	76
2019 Q3	$467K	Hold	11,190	–	–	0.31%	78
2019 Q2	$480K	Hold	11,190	–	–	0.34%	80
2019 Q1	$480K	Buy	11,190 +1,500	+15%	+$63.1K	0.36%	72
2018 Q4	$378K	Buy	9,690 +2,590	+36%	+$104K	0.4%	68
2018 Q3	$305K	Hold	7,100	–	–	0.27%	91
2018 Q2	$319K	Hold	7,100	–	–	0.29%	86
2018 Q1	$341K	Hold	7,100	–	–	0.33%	82
2017 Q4	$358K	Buy	+7,100	New	+$329K	0.33%	80