AJ Wealth Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$1.78M	Hold	45,058	–	–	0.09%	100
2023 Q1	$1.78M	Buy	+45,058	New	+$1.79M	0.09%	95
2022 Q4	–	Sell	-62,480	Closed	-$2.18M	–	303
2022 Q3	$2.18M	Buy	+62,480	New	+$2.44M	0.13%	78
2020 Q4	–	Sell	-6,497	Closed	-$286K	–	240
2020 Q3	$286K	Hold	6,497	–	–	0.03%	170
2020 Q2	$260K	Hold	6,497	–	–	0.03%	168
2020 Q1	$222K	Buy	+6,497	New	+$267K	0.03%	155

Other funds holding EEM

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

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

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AJ Wealth Strategies's EEM Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2023 at 45,058 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #100.

AJ Wealth Strategies first reported a position in EEM in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.18M in Q3 2022. 1,323 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

AJ Wealth Strategies held 45,058 shares of iShares MSCI Emerging Markets ETF worth $1.78M as of Q2 2023.
AJ Wealth Strategies left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2023.
iShares MSCI Emerging Markets ETF made up 0.09% of AJ Wealth Strategies's portfolio in Q2 2023, its #100 holding.
AJ Wealth Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and has held it in 6 quarters since.
AJ Wealth Strategies's iShares MSCI Emerging Markets ETF position peaked at $2.18M in Q3 2022.
1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.