Cypress Point Wealth Management, LLC Ishares Msci Emerging Mkts Sma Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Msci Emerging Mkts Sma stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 39,401 shares of EEMS stock, worth $2.3 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

39,401

Previous 40,261 2.14%

Holding current value

$2.3 Million

Previous $2.46 Million 2.15%

% of portfolio

1.1%

Previous 1.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$57.22 - $64.18 $49,209 - $55,194	-860 Reduced 2.14%	39,401 $2.51 Million
Q2 2024 Jul 26, 2024	SELL	$57.46 - $61.71 $8,791 - $9,441	-153 Reduced 0.38%	40,261 $2.46 Million
Q1 2024 May 07, 2024	SELL	$55.7 - $59.26 $110,286 - $117,334	-1,980 Reduced 4.67%	40,414 $2.38 Million
Q4 2023 Jan 17, 2024	BUY	$51.71 - $58.53 $91,474 - $103,539	1,769 Added 4.35%	42,394 $2.45 Million
Q3 2023 Oct 31, 2023	BUY	$53.41 - $57.06 $44,063 - $47,074	825 Added 2.07%	40,625 $2.22 Million
Q2 2023 Jul 20, 2023	BUY	$49.75 - $54.54 $1,293 - $1,418	26 Added 0.07%	39,800 $2.13 Million
Q1 2023 May 08, 2023	BUY	$48.39 - $52.32 $89,037 - $96,268	1,840 Added 4.85%	39,774 $2 Million
Q4 2022 Feb 01, 2023	BUY	$44.65 - $50.41 $749,405 - $846,081	16,784 Added 79.36%	37,934 $1.83 Million
Q3 2022 Oct 31, 2022	BUY	$45.04 - $51.31 $952,596 - $1.09 Million	21,150 New	21,150 $959,000

Others Institutions Holding EEMS

# of Institutions

121

Shares Held

3.94M

Call Options Held

Put Options Held

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About ISHARES MSCI EMERGING MKTS SMA

Ticker EEMS
Sector ETFs
Industry ETFs

More about EEMS

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Cypress Point Wealth Management, LLC Ishares Msci Emerging Mkts Sma Transaction History