Sequoia Financial Advisors, LLC Ishares Msci Emerging Markets Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$38.52 - $48.28 $55,892 - $70,054	1,451 Added 6.66%	23,230 $1.12 Million
Q1 2025 Apr 23, 2025	SELL	$40.81 - $45.34 $529,999 - $588,830	-12,987 Reduced 37.36%	21,779 $951,000
Q4 2024 Aug 08, 2025	BUY	$41.82 - $47.36 $482,435 - $546,344	11,536 Added 49.66%	34,766 $1.45 Million
Q4 2024 Feb 07, 2025	BUY	$41.82 - $47.36 $4,056 - $4,593	97 Added 0.28%	34,766 $1.45 Million
Q3 2024 Oct 21, 2024	BUY	$40.42 - $46.7 $6,345 - $7,331	157 Added 0.45%	34,669 $1.59 Million
Q2 2024 Jul 15, 2024	SELL	$39.71 - $43.79 $40,265 - $44,403	-1,014 Reduced 2.85%	34,512 $1.47 Million
Q1 2024 Apr 30, 2024	SELL	$37.68 - $41.36 $8,854 - $9,719	-235 Reduced 0.66%	35,526 $1.46 Million
Q4 2023 Jan 25, 2024	BUY	$36.53 - $40.3 $53,626 - $59,160	1,468 Added 4.28%	35,761 $1.44 Million
Q3 2023 Nov 08, 2023	SELL	$37.76 - $41.95 $868 - $964	-23 Reduced 0.07%	34,293 $1.3 Million
Q2 2023 Aug 08, 2023	BUY	$38.19 - $41.02 $28,260 - $30,354	740 Added 2.2%	34,316 $1.36 Million
Q1 2023 Apr 24, 2023	BUY	$37.27 - $42.5 $373,221 - $425,595	10,014 Added 42.5%	33,576 $1.32 Million
Q4 2022 Jan 17, 2023	BUY	$33.93 - $39.54 $466,775 - $543,951	13,757 Added 140.31%	23,562 $0
Q3 2022 Oct 26, 2022	SELL	$34.88 - $41.05 $34,880 - $41,050	-1,000 Reduced 9.25%	9,805 $342,000
Q2 2022 Jul 22, 2022	SELL	$39.4 - $46.71 $204,328 - $242,238	-5,186 Reduced 32.43%	10,805 $433,000
Q1 2022 May 13, 2022	SELL	$41.54 - $50.85 $46,067 - $56,392	-1,109 Reduced 6.49%	15,991 $722,000
Q4 2021 Feb 11, 2022	BUY	$47.44 - $52.5 $505,568 - $559,492	10,657 Added 165.4%	17,100 $835,000
Q3 2021 Oct 26, 2021	SELL	$49.5 - $54.84 $510,790 - $565,893	-10,319 Reduced 61.56%	6,443 $325,000
Q2 2021 Jul 27, 2021	SELL	$52.01 - $56.09 $37,863 - $40,833	-728 Reduced 4.16%	16,762 $924,000
Q1 2021 May 14, 2021	BUY	$51.68 - $57.96 $306,152 - $343,355	5,924 Added 51.22%	17,490 $933,000
Q4 2020 Feb 12, 2021	BUY	$43.99 - $51.7 $23,094 - $27,142	525 Added 4.76%	11,566 $598,000
Q3 2020 Oct 23, 2020	SELL	$40.44 - $45.55 $16,782 - $18,903	-415 Reduced 3.62%	11,041 $487,000
Q2 2020 Aug 25, 2020	BUY	$32.67 - $41.19 $374,267 - $471,872	11,456 New	11,456 $458,000
Q2 2020 Aug 11, 2020	SELL	$32.67 - $41.19 $407,754 - $514,092	-12,481 Closed	0 $458,000
Q1 2020 May 11, 2020	SELL	$30.61 - $46.3 $24,549 - $37,132	-802 Reduced 6.04%	12,481 $426,000
Q4 2019 Feb 13, 2020	BUY	$40.27 - $45.07 $33,544 - $37,543	833 Added 6.69%	13,283 $596,000
Q3 2019 Oct 22, 2019	BUY	$38.74 - $43.42 $50,710 - $56,836	1,309 Added 11.75%	12,450 $509,000
Q2 2019 Jul 31, 2019	SELL	$39.91 - $44.59 $43,861 - $49,004	-1,099 Reduced 8.98%	11,141 $478,000
Q1 2019 May 13, 2019	SELL	$38.45 - $43.71 $52,791 - $60,013	-1,373 Reduced 10.09%	12,240 $525,000
Q4 2018 Feb 14, 2019	SELL	$38.0 - $42.93 $32,034 - $36,189	-843 Reduced 5.83%	13,613 $532,000
Q3 2018 Nov 14, 2018	BUY	$41.14 - $45.03 $41,674 - $45,615	1,013 Added 7.54%	14,456 $620,000
Q2 2018 Aug 14, 2018	SELL	$42.33 - $48.14 $20,995 - $23,877	-496 Reduced 3.56%	13,443 $582,000
Q1 2018 May 14, 2018	BUY	$45.69 - $52.08 $154,706 - $176,342	3,386 Added 32.09%	13,939 $673,000
Q4 2017 Feb 13, 2018	BUY	$44.82 - $47.81 $149,474 - $159,446	3,335 Added 46.2%	10,553 $497,000
Q3 2017 Nov 13, 2017	BUY	$44.3 - $45.85 $1,993 - $2,063	45 Added 0.63%	7,218 $323,000
Q2 2017 Aug 09, 2017	BUY	N/A	7,173	7,173 $297,000

Others Institutions Holding EEM

# of Institutions

1,611

Shares Held

310M

Call Options Held

228M

Put Options Held

224M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account