Accretive Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Accretive Wealth Partners’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
2025 Q1	–	Sell	-9,102	Closed	-$381K	–	142
2024 Q4	$381K	Hold	9,102	–	–	0.16%	110
2024 Q3	$417K	Sell	9,102 -1,802	-17%	-$77.7K	0.17%	109
2024 Q2	$464K	Buy	10,904 +1,802	+20%	+$75.6K	0.19%	106
2024 Q1	$387K	Sell	9,102 -32	-0.4%	-$1.27K	0.17%	113
2023 Q4	$367K	Hold	9,134	–	–	0.18%	112
2023 Q3	$347K	Hold	9,134	–	–	0.21%	99
2023 Q2	$361K	Hold	9,134	–	–	0.21%	98
2023 Q1	$360K	Sell	9,134 -244	-3%	-$9.7K	0.23%	97
2022 Q4	$355K	Hold	9,378	–	–	0.24%	95
2022 Q3	$327K	Hold	9,378	–	–	0.25%	94
2022 Q2	$376K	Hold	9,378	–	–	0.27%	89
2022 Q1	$423K	Sell	9,378 -412	-4%	-$19.4K	0.27%	93
2021 Q4	$478K	Hold	9,790	–	–	0.3%	91
2021 Q3	$493K	Hold	9,790	–	–	0.35%	92
2021 Q2	$540K	Sell	9,790 -101	-1%	-$5.49K	0.39%	90
2021 Q1	$528K	Sell	9,891 -1,163	-11%	-$63.7K	0.48%	85
2020 Q4	$571K	Buy	+11,054	New	+$532K	0.56%	80

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

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

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Accretive Wealth Partners's EEM Position: Q1 2025 in Review

Accretive Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2025, closing a stake of 9,102 shares — an estimated $381K sold.

Accretive Wealth Partners first reported a position in EEM in Q4 2020 and held it in 17 quarters. The position peaked at $571K in Q4 2020. 1,308 funds tracked by Wall St. Rank hold EEM as of Q1 2025.

Accretive Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Accretive Wealth Partners sold 9,102 iShares MSCI Emerging Markets ETF shares in Q1 2025, an estimated $381K.
Accretive Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 17 quarters.
Accretive Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $571K in Q4 2020.
1,308 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2025.

Based on Accretive Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.