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

AAF 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	–	Sell	-11,161	Closed	-$475K	–	46
2024 Q2	$475K	Sell	11,161 -528	-5%	-$22.1K	0.25%	32
2024 Q1	$480K	Sell	11,689 -39,856	-77%	-$1.59M	0.27%	29
2023 Q4	$2.07M	Sell	51,545 -4,023	-7%	-$155K	1.21%	13
2023 Q3	$2.11M	Sell	55,568 -937	-2%	-$37.1K	1.35%	12
2023 Q2	$2.24M	Sell	56,505 -3,087	-5%	-$121K	1.38%	13
2023 Q1	$2.35M	Sell	59,592 -4,652	-7%	-$185K	1.53%	12
2022 Q4	$2.43M	Buy	64,244 +50,289	+360%	+$1.86M	1.72%	12
2022 Q3	$487K	Buy	+13,955	New	+$545K	0.39%	18

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

AAF Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 11,161 shares — an estimated $475K sold.

AAF Wealth Management first reported a position in EEM in Q3 2022 and held it in 8 quarters. The position peaked at $2.43M in Q4 2022. 1,283 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

AAF Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
AAF Wealth Management sold 11,161 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $475K.
AAF Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and held it in 8 quarters.
AAF Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $2.43M in Q4 2022.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on AAF Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.