Summit Wealth Partners’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
2026 Q1	$432K	Buy	+7,611	New	+$448K	0.07%	179
2022 Q3	–	Sell	-5,194	Closed	-$208K	–	162
2022 Q2	$208K	Buy	5,194 +7	+0.1%	+$294	0.06%	155
2022 Q1	$234K	Hold	5,187	–	–	0.05%	150
2021 Q4	$253K	Sell	5,187 -182	-3%	-$9.16K	0.05%	139
2021 Q3	$270K	Sell	5,369 -928	-15%	-$48.3K	0.06%	129
2021 Q2	$347K	Sell	6,297 -539	-8%	-$29.3K	0.08%	112
2021 Q1	$365K	Buy	6,836 +481	+8%	+$26.3K	0.09%	106
2020 Q4	$328K	Sell	6,355 -3,163	-33%	-$152K	0.09%	108
2020 Q3	$420K	Sell	9,518 -851	-8%	-$37.3K	0.13%	99
2020 Q2	$415K	Buy	10,369 +83	+0.8%	+$3.11K	0.13%	97
2020 Q1	$351K	Buy	10,286 +737	+8%	+$30.2K	0.14%	77
2019 Q4	$428K	Buy	+9,549	New	+$410K	0.15%	72