A detailed history of Southern Wealth Management, LLP transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Southern Wealth Management, LLP holds 148,025 shares of EEM stock, worth $6.38 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
148,025
Previous 146,900 0.77%
Holding current value
$6.38 Million
Previous $5.57 Million 4.92%
% of portfolio
2.27%
Previous 2.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$37.27 - $42.5 $41,928 - $47,812
1,125 Added 0.77%
148,025 $5.84 Million
Q4 2022

Feb 13, 2023

SELL
$33.93 - $39.54 $5.2 Million - $6.06 Million
-153,253 Reduced 51.06%
146,900 $5.57 Million
Q3 2022

Nov 14, 2022

BUY
$34.88 - $41.05 $961,781 - $1.13 Million
27,574 Added 10.12%
300,153 $10.3 Million
Q2 2022

Aug 11, 2022

SELL
$39.4 - $46.71 $2.3 Million - $2.73 Million
-58,426 Reduced 17.65%
272,579 $10.9 Million
Q1 2022

May 16, 2022

BUY
$41.54 - $50.85 $5.13 Million - $6.28 Million
123,470 Added 59.49%
331,005 $14.9 Million
Q4 2021

Feb 10, 2022

BUY
$47.44 - $52.5 $551,727 - $610,575
11,630 Added 5.94%
207,535 $10.1 Million
Q3 2021

Nov 15, 2021

SELL
$49.5 - $54.84 $68,904 - $76,337
-1,392 Reduced 0.71%
195,905 $9.87 Million
Q2 2021

Aug 13, 2021

BUY
$52.01 - $56.09 $3.13 Million - $3.38 Million
60,216 Added 43.93%
197,297 $10.2 Million
Q4 2020

Feb 16, 2021

BUY
$43.99 - $51.7 $61,278 - $72,018
1,393 Added 1.03%
137,081 $7.08 Million
Q3 2020

Nov 25, 2020

BUY
$40.44 - $45.55 $1.8 Million - $2.02 Million
44,427 Added 48.68%
135,688 $5.98 Million
Q2 2020

Aug 14, 2020

SELL
$32.67 - $41.19 $9.2 Million - $11.6 Million
-281,561 Reduced 75.52%
91,261 $3.65 Million
Q1 2020

May 14, 2020

BUY
$30.61 - $46.3 $6.74 Million - $10.2 Million
220,160 Added 144.21%
372,822 $12.7 Million
Q4 2019

May 14, 2020

BUY
$40.27 - $45.07 $6.15 Million - $6.88 Million
152,662 New
152,662 $6.85 Million

Others Institutions Holding EEM

About ISHARES MSCI EMERGING MARKETS


  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
Track This Portfolio

Track Southern Wealth Management, LLP Portfolio

Follow Southern Wealth Management, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.