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Axim Planning & Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-851
Closed -$30K – 62
2022
Q3 		$30K Buy
851
+826
+3,304% +$32.2K 0.03% 70
2022
Q2 		$1K Buy
+25
New +$1.05K ﹤0.01% 128

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Axim Planning & Wealth's EEM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 851 shares — an estimated $30K sold.

Axim Planning & Wealth first reported a position in EEM in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 851 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $30K.
  • Axim Planning & Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares MSCI Emerging Markets ETF position peaked at $30K in Q3 2022.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.