Surience Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-76,101	Closed	-$3M	–	27
2023 Q1	$3M	Sell	76,101 -42,272	-36%	-$1.67M	4.42%	10
2022 Q4	$4.49M	Buy	+118,373	New	+$4.49M	5.95%	5