Synergy Asset Management’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
2025
Q1
Sell
-87
Closed -$3.99K 270
2024
Q4
$3.99K Buy
+87
New +$3.85K ﹤0.01% 596
2021
Q1
Sell
-4,572
Closed -$237K 97
2020
Q4
$237K Buy
+4,572
New +$220K 0.07% 69

Other funds holding EEM

Synergy Asset Management's EEM Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 87 shares — an estimated $3.99K sold.

Synergy Asset Management first reported a position in EEM in Q4 2020 and held it in 2 quarters. The position peaked at $237K in Q4 2020. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 87 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $3.99K.
  • Synergy Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 2 quarters.
  • Synergy Asset Management's iShares MSCI Emerging Markets ETF position peaked at $237K in Q4 2020.
  • 1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.