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

BigSur 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 Q2	$1.25M	Hold	18,300	–	–	0.3%	86
2026 Q1	$1.04M	Hold	18,300	–	–	0.29%	86
2025 Q4	$1M	Hold	18,300	–	–	0.24%	86
2025 Q3	$977K	Hold	18,300	–	–	0.24%	82
2025 Q2	$883K	Hold	18,300	–	–	0.22%	88
2025 Q1	$800K	Buy	18,300 +1,750	+11%	+$76K	0.22%	91
2024 Q4	$692K	Hold	16,550	–	–	0.2%	97
2024 Q3	$759K	Hold	16,550	–	–	0.21%	95
2024 Q2	$705K	Hold	16,550	–	–	0.22%	96
2024 Q1	$680K	Hold	16,550	–	–	0.21%	95
2023 Q4	$665K	Hold	16,550	–	–	0.32%	72
2023 Q3	$628K	Hold	16,550	–	–	0.32%	71
2023 Q2	$655K	Hold	16,550	–	–	0.31%	73
2023 Q1	$653K	Hold	16,550	–	–	0.31%	74
2022 Q4	$627K	Hold	16,550	–	–	0.3%	75
2022 Q3	$577K	Sell	16,550 -7,000	-30%	-$273K	0.29%	73
2022 Q2	$944K	Hold	23,550	–	–	0.44%	63
2022 Q1	$1.06M	Buy	23,550 +7,000	+42%	+$330K	0.41%	64
2021 Q4	$809K	Hold	16,550	–	–	0.32%	73
2021 Q3	$834K	Hold	16,550	–	–	0.37%	64
2021 Q2	$913K	Hold	16,550	–	–	0.41%	62
2021 Q1	$883K	Buy	16,550 +2,250	+16%	+$123K	0.45%	56
2020 Q4	$739K	Hold	14,300	–	–	0.42%	62
2020 Q3	$630K	Sell	14,300 -900	-6%	-$39.5K	0.4%	60
2020 Q2	$608K	Sell	15,200 -9,000	-37%	-$337K	0.43%	53
2020 Q1	$826K	Sell	24,200 -4,000	-14%	-$164K	0.62%	42
2019 Q4	$1.26M	Buy	28,200 +2,200	+8%	+$94.4K	0.71%	37
2019 Q3	$1.06M	Hold	26,000	–	–	0.72%	39
2019 Q2	$1.13M	Sell	26,000 -2,500	-9%	-$106K	0.79%	33
2019 Q1	$1.22M	Sell	28,500 -53,000	-65%	-$2.23M	0.8%	31
2018 Q4	$3.18M	Hold	81,500	–	–	2.26%	7
2018 Q3	$3.5M	Buy	81,500 +35,000	+75%	+$1.51M	2.19%	7
2018 Q2	$2.02M	Hold	46,500	–	–	1.47%	16
2018 Q1	$2.25M	Buy	46,500 +33,000	+244%	+$1.62M	1.6%	13
2017 Q4	$636K	Sell	13,500 -2,900	-18%	-$134K	0.63%	36
2017 Q3	$735K	Hold	16,400	–	–	0.74%	32
2017 Q2	$726K	Hold	16,400	–	–	0.74%	33
2017 Q1	$667K	Buy	16,400 +2,900	+21%	+$110K	0.72%	35
2016 Q4	$473K	Buy	+13,500	New	+$487K	0.63%	42

Other funds holding EEM

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return