Strategies 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
2022
Q2
$1.57M Buy
39,170
+2,335
+6% +$98K 0.45% 31
2022
Q1
$1.66M Buy
+36,835
New +$1.74M 0.44% 33

Other funds holding EEM

Strategies Wealth Advisors's EEM Position: Q2 2022 in Review

Strategies Wealth Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 6.3% in Q2 2022, buying an estimated $98K and bringing the position to 39,170 shares worth $1.57M. The position accounts for 0.45% of the portfolio, ranked #31.

Strategies Wealth Advisors first reported a position in EEM in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.66M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

  • Strategies Wealth Advisors held 39,170 shares of iShares MSCI Emerging Markets ETF worth $1.57M as of Q2 2022.
  • Strategies Wealth Advisors bought 2,335 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $98K.
  • iShares MSCI Emerging Markets ETF made up 0.45% of Strategies Wealth Advisors's portfolio in Q2 2022, its #31 holding.
  • Strategies Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2022 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.66M in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.