Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Sell |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.47M | Buy |
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