Sax Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,163 shares of EEM stock, worth $374,763. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,163

Previous 9,080 10.1%

Holding current value

$374,763

Previous $379,000 6.07%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$40.81 - $45.34 $37,422 - $41,576	-917 Reduced 10.1%	8,163 $356,000
Q4 2024 Jan 15, 2025	BUY	$41.82 - $47.36 $11,542 - $13,071	276 Added 3.13%	9,080 $379,000
Q3 2024 Oct 17, 2024	SELL	$40.42 - $46.7 $18,189 - $21,015	-450 Reduced 4.86%	8,804 $403,000
Q2 2024 Jul 12, 2024	BUY	$39.71 - $43.79 $992 - $1,094	25 Added 0.27%	9,254 $394,000
Q1 2024 May 13, 2024	SELL	$37.68 - $41.36 $20,045 - $22,003	-532 Reduced 5.45%	9,229 $379,000
Q4 2023 Feb 14, 2024	SELL	$36.53 - $40.3 $111,708 - $123,237	-3,058 Reduced 23.86%	9,761 $392,000
Q3 2023 Nov 07, 2023	SELL	$37.76 - $41.95 $28,320 - $31,462	-750 Reduced 5.53%	12,819 $486,000
Q2 2023 Aug 10, 2023	SELL	$38.19 - $41.02 $15,619 - $16,777	-409 Reduced 2.93%	13,569 $536,000
Q1 2023 May 05, 2023	SELL	$37.27 - $42.5 $14,535 - $16,575	-390 Reduced 2.71%	13,978 $551,000
Q4 2022 Feb 06, 2023	SELL	$33.93 - $39.54 $15,743 - $18,346	-464 Reduced 3.13%	14,368 $544,000
Q3 2022 Nov 08, 2022	BUY	$34.88 - $41.05 $15,626 - $18,390	448 Added 3.11%	14,832 $517,000
Q2 2022 Aug 11, 2022	BUY	$39.4 - $46.71 $49,525 - $58,714	1,257 Added 9.58%	14,384 $577,000
Q1 2022 Aug 11, 2022	SELL	$41.54 - $50.85 $66,671 - $81,614	-1,605 Reduced 10.89%	13,127 $593,000
Q1 2022 Apr 20, 2022	SELL	$41.54 - $50.85 $1.34 Million - $1.64 Million	-32,233 Reduced 68.63%	14,732 $665,000
Q4 2021 Feb 07, 2022	SELL	$47.44 - $52.5 $102,375 - $113,295	-2,158 Reduced 4.39%	46,965 $2.29 Million
Q3 2021 Dec 10, 2021	SELL	$49.5 - $54.84 $35,293 - $39,100	-713 Reduced 1.43%	49,123 $2.48 Million
Q2 2021 Aug 12, 2021	SELL	$52.01 - $56.09 $26,837 - $28,942	-516 Reduced 1.02%	49,836 $2.75 Million
Q1 2021 May 14, 2021	BUY	$51.68 - $57.96 $129,303 - $145,015	2,502 Added 5.23%	50,352 $2.69 Million
Q4 2020 Feb 16, 2021	BUY	$43.99 - $51.7 $2.1 Million - $2.47 Million	47,850 New	47,850 $2.47 Million

Others Institutions Holding EEM

# of Institutions

1,557

Shares Held

306M

Call Options Held

228M

Put Options Held

233M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

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Sax Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History