Sax Wealth Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
37,194
+11,126
| +43% | +$722K | 0.15% | 88 |
|
|
2025
Q1 | $1.45M | Sell |
26,068
-714
| -3% | -$39.7K | 0.1% | 110 |
|
|
2024
Q4 | $1.56M | Sell |
26,782
-5,554
| -17% | -$323K | 0.12% | 84 |
|
|
2024
Q3 | $2.06M | Buy |
32,336
+7,267
| +29% | +$464K | 0.18% | 60 |
|
|
2024
Q2 | $1.53M | Buy |
25,069
+10,008
| +66% | +$612K | 0.15% | 70 |
|
|
2024
Q1 | $886K | Buy |
+15,061
| New | +$886K | 0.1% | 76 |
|