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

Lakeridge 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	$991K	Sell	14,485 -393	-3%	-$25.7K	0.36%	55
2026 Q1	$845K	Sell	14,878 -369	-2%	-$21.7K	0.36%	55
2025 Q4	$834K	Buy	15,247 +978	+7%	+$53.2K	0.38%	49
2025 Q3	$762K	Buy	14,269 +172	+1%	+$8.64K	0.34%	51
2025 Q2	$680K	Buy	14,097 +415	+3%	+$18.7K	0.31%	60
2025 Q1	$598K	Sell	13,682 -604	-4%	-$26.2K	0.3%	65
2024 Q4	$597K	Buy	14,286 +434	+3%	+$19.2K	0.31%	68
2024 Q3	$635K	Buy	13,852 +902	+7%	+$38.9K	0.35%	55
2024 Q2	$552K	Buy	12,950 +1,291	+11%	+$54.2K	0.33%	61
2024 Q1	$479K	Sell	11,659 -288	-2%	-$11.5K	0.31%	65
2023 Q4	$480K	Buy	+11,947	New	+$461K	0.35%	60

Other funds holding EEM

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

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