SWA
Sax Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
9,925
+1,762
| +22% | +$85K | 0.03% | 264 |
|
|
2025
Q1 | $357K | Sell |
8,163
-917
| -10% | -$40.1K | 0.03% | 268 |
|
|
2024
Q4 | $380K | Buy |
9,080
+276
| +3% | +$11.5K | 0.03% | 232 |
|
|
2024
Q3 | $404K | Sell |
8,804
-450
| -5% | -$20.6K | 0.04% | 181 |
|
|
2024
Q2 | $394K | Buy |
9,254
+25
| +0.3% | +$1.07K | 0.04% | 172 |
|
|
2024
Q1 | $379K | Sell |
9,229
-532
| -5% | -$21.9K | 0.04% | 134 |
|
|
2023
Q4 | $392K | Sell |
9,761
-3,058
| -24% | -$123K | 0.06% | 134 |
|
|
2023
Q3 | $486K | Sell |
12,819
-750
| -6% | -$28.5K | 0.1% | 112 |
|
|
2023
Q2 | $537K | Sell |
13,569
-409
| -3% | -$16.2K | 0.11% | 106 |
|
|
2023
Q1 | $552K | Sell |
13,978
-390
| -3% | -$15.4K | 0.12% | 101 |
|
|
2022
Q4 | $545K | Sell |
14,368
-464
| -3% | -$17.6K | 0.13% | 97 |
|
|
2022
Q3 | $517K | Buy |
14,832
+448
| +3% | +$15.6K | 0.13% | 92 |
|
|
2022
Q2 | $577K | Buy |
14,384
+1,257
| +10% | +$50.4K | 0.15% | 91 |
|
|
2022
Q1 | $593K | Sell |
13,127
-33,838
| -72% | -$1.53M | 0.14% | 95 |
|
|
2021
Q4 | $2.29M | Sell |
46,965
-2,158
| -4% | -$105K | 0.48% | 40 |
|
|
2021
Q3 | $2.48M | Sell |
49,123
-713
| -1% | -$35.9K | 0.59% | 34 |
|
|
2021
Q2 | $2.75M | Sell |
49,836
-516
| -1% | -$28.5K | 0.94% | 30 |
|
|
2021
Q1 | $2.69M | Buy |
50,352
+2,502
| +5% | +$133K | 0.98% | 29 |
|
|
2020
Q4 | $2.47M | Buy |
+47,850
| New | +$2.47M | 1.14% | 26 |
|