A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 29,591 shares of EEM stock, worth $1.28 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
29,591
Previous 6,382 363.66%
Holding current value
$1.28 Million
Previous $271,000 400.74%
% of portfolio
0.56%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$40.42 - $46.7 $938,107 - $1.08 Million
23,209 Added 363.66%
29,591 $1.36 Million
Q2 2024

Aug 09, 2024

SELL
$39.71 - $43.79 $1,191 - $1,313
-30 Reduced 0.47%
6,382 $271,000
Q1 2024

May 06, 2024

SELL
$37.68 - $41.36 $465,913 - $511,416
-12,365 Reduced 65.85%
6,412 $263,000
Q4 2023

Jan 12, 2024

BUY
$36.53 - $40.3 $273,353 - $301,564
7,483 Added 66.26%
18,777 $755,000
Q3 2023

Nov 06, 2023

BUY
$37.76 - $41.95 $5,928 - $6,586
157 Added 1.41%
11,294 $428,000
Q2 2023

Aug 07, 2023

SELL
$38.19 - $41.02 $496 - $533
-13 Reduced 0.12%
11,137 $440,000
Q1 2023

May 12, 2023

BUY
$37.27 - $42.5 $27,840 - $31,747
747 Added 7.18%
11,150 $439,000
Q3 2022

Nov 21, 2022

BUY
$34.88 - $41.05 $81,898 - $96,385
2,348 Added 29.15%
10,403 $395,000
Q2 2022

Aug 05, 2022

BUY
$39.4 - $46.71 $394 - $467
10 Added 0.12%
8,055 $323,000
Q1 2022

Apr 21, 2022

BUY
$41.54 - $50.85 $6,355 - $7,780
153 Added 1.94%
8,045 $363,000
Q4 2021

Feb 23, 2022

BUY
$47.44 - $52.5 $374,396 - $414,330
7,892 New
7,892 $386,000

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 Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC 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 Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.