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9258 Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

9258 Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$489K Buy
10,671
+300
+3% +$12.9K 0.07% 203
2024
Q2 		$442K Buy
10,371
+1,897
+22% +$79.6K 0.07% 211
2024
Q1 		$348K Buy
+8,474
New +$337K 0.05% 243

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

9258 Wealth Management's EEM Position: Q3 2024 in Review

9258 Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.9% in Q3 2024, buying an estimated $12.9K and bringing the position to 10,671 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #203.

9258 Wealth Management first reported a position in EEM in Q1 2024 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • 9258 Wealth Management held 10,671 shares of iShares MSCI Emerging Markets ETF worth $489K as of Q3 2024.
  • 9258 Wealth Management bought 300 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $12.9K.
  • iShares MSCI Emerging Markets ETF made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #203 holding.
  • 9258 Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.