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	–	497
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AllSquare Wealth Management's EEM Position: Q2 2024 in Review

AllSquare Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 200 shares — an estimated $8.22K sold.

AllSquare Wealth Management first reported a position in EEM in Q4 2014 and held it in 7 quarters. The position peaked at $26K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

AllSquare Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
AllSquare Wealth Management sold 200 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $8.22K.
AllSquare Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 7 quarters.
AllSquare Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $26K in Q4 2020.
1,272 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on AllSquare Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.