A detailed history of West Financial Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, West Financial Advisors, LLC holds 2,370 shares of EEM stock, worth $101,791. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,370
Previous 1,418 67.14%
Holding current value
$101,791
Previous $65,000 52.31%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$41.82 - $47.36 $39,812 - $45,086
952 Added 67.14%
2,370 $99,000
Q3 2024

Oct 08, 2024

BUY
$40.42 - $46.7 $57,315 - $66,220
1,418 New
1,418 $65,000
Q2 2022

Jul 14, 2022

SELL
$39.4 - $46.71 $5,910 - $7,006
-150 Reduced 10.56%
1,270 $51,000
Q3 2021

Oct 13, 2021

SELL
$49.5 - $54.84 $37,125 - $41,130
-750 Reduced 34.56%
1,420 $72,000
Q4 2020

Feb 22, 2021

SELL
$43.99 - $51.7 $16,892 - $19,852
-384 Reduced 15.04%
2,170 $112,000
Q4 2020

Feb 02, 2021

BUY
$43.99 - $51.7 $112,350 - $132,041
2,554 New
2,554 $102 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 West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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