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Alera Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Alera Investment Advisors’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 		$318K Buy
+6,927
New +$299K 0.04% 201
2019
Q1 		– Sell
-720
Closed -$28K – 1221
2018
Q4 		$28K Buy
+720
New +$28.8K 0.02% 235

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

Alera Investment Advisors's EEM Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in iShares MSCI Emerging Markets ETF (EEM) in Q3 2024: 6,927 shares worth $318K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in EEM as recently as Q4 2018.

Alera Investment Advisors first reported a position in EEM in Q4 2018 and has held it in 2 quarters since. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • Alera Investment Advisors held 6,927 shares of iShares MSCI Emerging Markets ETF worth $318K as of Q3 2024.
  • iShares MSCI Emerging Markets ETF was a new Alera Investment Advisors position in Q3 2024.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #201 holding.
  • Alera Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.