GYL Financial Synergies’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
2024
Q3
$554K Sell
12,082
-1,093
-8% -$47.1K 0.04% 228
2024
Q2
$561K Sell
13,175
-89
-0.7% -$3.73K 0.04% 225
2024
Q1
$545K Sell
13,264
-30
-0.2% -$1.19K 0.04% 230
2023
Q4
$535K Buy
13,294
+1,867
+16% +$72.1K 0.04% 232
2023
Q3
$434K Sell
11,427
-90
-0.8% -$3.56K 0.04% 244
2023
Q2
$456K Sell
11,517
-1,494
-11% -$58.8K 0.04% 246
2023
Q1
$513K Sell
13,011
-100
-0.8% -$3.98K 0.06% 186
2022
Q4
$497K Buy
13,111
+70
+0.5% +$2.58K 0.11% 128
2022
Q3
$455K Buy
13,041
+903
+7% +$35.2K 0.12% 110
2022
Q2
$487K Buy
12,138
+4,054
+50% +$170K 0.13% 103
2022
Q1
$365K Sell
8,084
-362
-4% -$17.1K 0.09% 140
2021
Q4
$413K Buy
8,446
+100
+1% +$5.03K 0.11% 140
2021
Q3
$420K Buy
8,346
+885
+12% +$46.1K 0.21% 121
2021
Q2
$411K Buy
7,461
+1
+0% +$54 0.21% 119
2021
Q1
$398K Sell
7,460
-160
-2% -$8.76K 0.22% 117
2020
Q4
$394K Buy
+7,620
New +$366K 0.23% 106
2020
Q2
Sell
-11,338
Closed -$387K 156
2020
Q1
$387K Sell
11,338
-14,459
-56% -$593K 0.25% 77
2019
Q4
$1.16M Buy
25,797
+330
+1% +$14.2K 0.51% 38
2019
Q3
$1.04M Sell
25,467
-1,250
-5% -$51.6K 0.52% 40
2019
Q2
$1.15M Sell
26,717
-1,801
-6% -$76.5K 0.61% 31
2019
Q1
$1.22M Sell
28,518
-135
-0.5% -$5.68K 0.69% 25
2018
Q4
$1.12M Buy
+28,653
New +$1.15M 0.81% 22

Other funds holding EEM

GYL Financial Synergies's EEM Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 8.3% in Q3 2024, selling an estimated $47.1K and leaving 12,082 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #228.

GYL Financial Synergies first reported a position in EEM in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.22M in Q1 2019. 1,285 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • GYL Financial Synergies held 12,082 shares of iShares MSCI Emerging Markets ETF worth $554K as of Q3 2024.
  • GYL Financial Synergies sold 1,093 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $47.1K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #228 holding.
  • GYL Financial Synergies first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 22 quarters since.
  • GYL Financial Synergies's iShares MSCI Emerging Markets ETF position peaked at $1.22M in Q1 2019.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.