iShares MSCI Emerging Markets Indx shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares MSCI Emerging Markets Indx (EEM) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares MSCI Emerging Markets Indx
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Quarterly reported holdings in iShares MSCI Emerging Markets Indx by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 120k | 45.86 |
| 2024-06-30 | $5.1M | 121k | 42.59 |
| 2024-03-31 | $5.0M | 121k | 41.08 |
| 2023-12-31 | $4.6M | 114k | 40.21 |
| 2023-09-30 | $4.3M | 113k | 37.95 |
| 2023-06-30 | $4.5M | 113k | 39.56 |
| 2023-03-31 | $4.6M | 117k | 39.46 |
| 2022-12-31 | $3.8M | 101k | 37.90 |
| 2022-09-30 | $3.5M | 99k | 34.88 |
| 2022-06-30 | $4.4M | 110k | 40.10 |
| 2022-03-31 | $4.4M | 97k | 45.15 |
| 2021-12-31 | $4.7M | 97k | 48.85 |
| 2021-09-30 | $4.7M | 93k | 50.38 |
| 2021-06-30 | $4.7M | 85k | 55.15 |
| 2021-03-31 | $4.3M | 80k | 53.34 |
| 2020-12-31 | $4.0M | 78k | 51.67 |
| 2020-09-30 | $3.6M | 82k | 44.09 |
| 2020-06-30 | $3.3M | 83k | 40.00 |
| 2020-03-31 | $2.5M | 74k | 34.13 |
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