Stordahl Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stordahl Capital 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	$604K	Sell	8,834 -100	-1%	-$6.53K	0.11%	42
2026 Q1	$507K	Sell	8,934 -383	-4%	-$22.5K	0.1%	42
2025 Q4	$510K	Buy	9,317 +359	+4%	+$19.5K	0.1%	41
2025 Q3	$478K	Sell	8,958 -333	-4%	-$16.7K	0.1%	41
2025 Q2	$448K	Sell	9,291 -559	-6%	-$25.1K	0.1%	43
2025 Q1	$430K	Sell	9,850 -58	-0.6%	-$2.52K	0.1%	39
2024 Q4	$414K	Sell	9,908 -34	-0.3%	-$1.51K	0.1%	40
2024 Q3	$459K	Sell	9,942 -396	-4%	-$17.1K	0.11%	36
2024 Q2	$440K	Sell	10,338 -48	-0.5%	-$2.01K	0.11%	37
2024 Q1	$427K	Sell	10,386 -557	-5%	-$22.2K	0.11%	38
2023 Q4	$440K	Sell	10,943 -851	-7%	-$32.9K	0.12%	36
2023 Q3	$448K	Sell	11,794 -296	-2%	-$11.7K	0.14%	35
2023 Q2	$478K	Sell	12,090 -25	-0.2%	-$983	0.14%	36
2023 Q1	$478K	Buy	12,115 +237	+2%	+$9.42K	0.15%	35
2022 Q4	$450K	Sell	11,878 -192	-2%	-$7.08K	0.15%	34
2022 Q3	$421K	Sell	12,070 -2,360	-16%	-$92.1K	0.15%	36
2022 Q2	$579K	Buy	14,430 +894	+7%	+$37.5K	0.22%	32
2022 Q1	$611K	Buy	13,536 +35	+0.3%	+$1.65K	0.23%	31
2021 Q4	$660K	Sell	13,501 -75	-0.6%	-$3.77K	0.25%	31
2021 Q3	$684K	Hold	13,576	–	–	0.27%	30
2021 Q2	$749K	Sell	13,576 -1,765	-12%	-$95.9K	0.3%	28
2021 Q1	$818K	Sell	15,341 -423	-3%	-$23.2K	0.35%	25
2020 Q4	$815K	Sell	15,764 -22	-0.1%	-$1.06K	0.37%	26
2020 Q3	$696K	Sell	15,786 -200	-1%	-$8.78K	0.36%	24
2020 Q2	$639K	Sell	15,986 -1,744	-10%	-$65.3K	0.35%	25
2020 Q1	$587K	Sell	17,730 -7,129	-29%	-$292K	0.36%	26
2019 Q4	$1.11M	Sell	24,859 -341	-1%	-$14.6K	0.45%	25
2019 Q3	$1.03M	Sell	25,200 -1,015	-4%	-$41.9K	0.41%	25
2019 Q2	$1.13M	Buy	26,215 +96	+0.4%	+$4.08K	0.44%	25
2019 Q1	$1.15M	Buy	26,119 +135	+0.5%	+$5.68K	0.47%	24
2018 Q4	$1.01M	Buy	25,984 +431	+2%	+$17.3K	0.5%	23
2018 Q3	$1.02M	Sell	25,553 -198	-0.8%	-$8.55K	0.46%	23
2018 Q2	$1.12M	Sell	25,751 -116	-0.4%	-$5.37K	0.5%	23
2018 Q1	$1.25M	Sell	25,867 -225	-0.9%	-$11K	0.59%	22
2017 Q4	$1.23M	Buy	+26,092	New	+$1.21M	0.58%	23

Other funds holding EEM

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

ANB

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

BWCS

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

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

FHC

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

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

RWA

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return