Financial Synergies Wealth Advisors, Inc. Ishares Msci Emerging Markets Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 84,631 shares of EEM stock, worth $3.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

84,631

Previous 84,518 0.13%

Holding current value

$3.8 Million

Previous $3.88 Billion 8.69%

% of portfolio

0.44%

Previous 0.48%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$41.82 - $47.36 $4,725 - $5,351	113 Added 0.13%	84,631 $3.54 Billion
Q3 2024 Oct 07, 2024	SELL	$40.42 - $46.7 $48,301 - $55,806	-1,195 Reduced 1.39%	84,518 $3.88 Billion
Q2 2024 Jul 23, 2024	BUY	$39.71 - $43.79 $34,746 - $38,316	875 Added 1.03%	85,713 $3.65 Billion
Q1 2024 Apr 12, 2024	SELL	$37.68 - $41.36 $276,420 - $303,416	-7,336 Reduced 7.96%	84,838 $3.49 Billion
Q4 2023 Apr 04, 2024	BUY	$36.53 - $40.3 $323,473 - $356,856	8,855 Added 10.63%	92,174 $3.49 Billion
Q3 2023 Apr 04, 2024	SELL	$37.76 - $41.95 $194,539 - $216,126	-5,152 Reduced 5.82%	83,319 $3.16 Billion
Q2 2023 Apr 04, 2024	SELL	$38.19 - $41.02 $6,263 - $6,727	-164 Reduced 0.19%	88,471 $3.5 Billion
Q1 2023 Apr 04, 2024	SELL	$37.27 - $42.5 $131,898 - $150,407	-3,539 Reduced 3.84%	88,635 $3.5 Billion
Q4 2022 Apr 04, 2024	SELL	$33.93 - $39.54 $596,116 - $694,678	-17,569 Reduced 16.01%	92,174 $3.49 Billion
Q3 2022 Apr 04, 2024	SELL	$34.88 - $41.05 $44,018 - $51,805	-1,262 Reduced 1.14%	109,743 $3.83 Billion
Q2 2022 Apr 04, 2024	BUY	$39.4 - $46.71 $4.37 Million - $5.19 Million	111,005 New	111,005 $4.45 Billion
Q1 2022 Apr 05, 2024	SELL	$41.54 - $50.85 $59,900 - $73,325	-1,442 Reduced 1.26%	113,170 $5.11 Billion
Q4 2021 Apr 05, 2024	BUY	$47.44 - $52.5 $87,716 - $97,072	1,849 Added 1.64%	114,612 $5.6 Billion
Q3 2021 Apr 05, 2024	SELL	$49.5 - $54.84 $3,811 - $4,222	-77 Reduced 0.07%	112,763 $5.68 Billion
Q2 2021 Apr 05, 2024	SELL	$52.01 - $56.09 $7,697 - $8,301	-148 Reduced 0.13%	112,840 $6.22 Billion
Q1 2021 Apr 05, 2024	SELL	$51.68 - $57.96 $19,224 - $21,561	-372 Reduced 0.33%	112,988 $6.03 Billion
Q4 2020 Apr 05, 2024	SELL	$43.99 - $51.7 $460,531 - $541,247	-10,469 Reduced 8.45%	113,360 $5.86 Billion
Q3 2020 Apr 05, 2024	SELL	$40.44 - $45.55 $509,139 - $573,474	-12,590 Reduced 9.23%	123,829 $5.46 Billion
Q2 2020 Apr 05, 2024	BUY	$32.67 - $41.19 $1.45 Million - $1.82 Million	44,245 Added 48.0%	136,419 $5.46 Billion

Others Institutions Holding EEM

# of Institutions

1,554

Shares Held

323M

Call Options Held

195M

Put Options Held

351M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

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Financial Synergies Wealth Advisors, Inc. Ishares Msci Emerging Markets Transaction History