Sax Wealth Advisors, LLC Ishares Msci Emerging Mkts Sma Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Emerging Mkts Sma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 37,194 shares of EEMS stock, worth $2.42 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

37,194

Previous 26,068 42.68%

Holding current value

$2.42 Million

Previous $1.45 Million 66.46%

% of portfolio

0.15%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$50.48 - $64.85 $561,640 - $721,521	11,126 Added 42.68%	37,194 $2.41 Million
Q1 2025 May 14, 2025	SELL	$55.05 - $58.37 $39,305 - $41,676	-714 Reduced 2.67%	26,068 $1.45 Million
Q4 2024 Jan 15, 2025	SELL	$57.96 - $64.2 $321,909 - $356,566	-5,554 Reduced 17.18%	26,782 $1.56 Million
Q3 2024 Oct 17, 2024	BUY	$57.22 - $64.18 $415,817 - $466,396	7,267 Added 28.99%	32,336 $2.06 Million
Q2 2024 Jul 12, 2024	BUY	$57.46 - $61.71 $575,059 - $617,593	10,008 Added 66.45%	25,069 $1.53 Million
Q1 2024 May 13, 2024	BUY	$55.7 - $59.26 $838,897 - $892,514	15,061 New	15,061 $886,000

Others Institutions Holding EEMS

# of Institutions

111

Shares Held

4.61M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI EMERGING MKTS SMA

Ticker EEMS
Sector ETFs
Industry ETFs

More about EEMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Ishares Msci Emerging Mkts Sma Transaction History