AWM
EEM icon

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

AllSquare 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
Q2 		– Sell
-200
Closed -$8.22K – 539
2024
Q1 		$8.22K Buy
+200
New +$7.96K ﹤0.01% 392
2021
Q1 		– Sell
-500
Closed -$26K – 498
2020
Q4 		$26K Buy
500
+415
+488% +$20K 0.02% 255
2020
Q3 		$4K Hold
85
– – ﹤0.01% 394
2020
Q2 		$3K Buy
+85
New +$3.18K ﹤0.01% 408
2019
Q4 		– Sell
-15
Closed -$1K – 453
2019
Q3 		$1K Buy
+15
New +$619 ﹤0.01% 434
2015
Q2 		– Sell
-488
Closed -$20K – 331
2015
Q1 		$20K Hold
488
– – 0.02% 171
2014
Q4 		$19K Buy
+488
New +$19.8K 0.02% 178

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return