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BBJS Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

BBJS Financial 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 		$5.74M Hold
125,207
– – 2.05% 16
2024
Q2 		$5.33M Sell
125,207
-42,953
-26% -$1.8M 1.99% 15
2024
Q1 		$6.91M Sell
168,160
-5,878
-3% -$234K 2.46% 12
2023
Q4 		$7M Sell
174,038
-5,253
-3% -$203K 2.43% 12
2023
Q3 		$6.8M Sell
179,291
-2,131
-1% -$84.4K 2.58% 10
2023
Q2 		$7.18M Buy
181,422
+1,101
+0.6% +$43.3K 2.87% 11
2023
Q1 		$7.12M Sell
180,321
-1,276
-0.7% -$50.7K 2.9% 11
2022
Q4 		$6.88M Buy
+181,597
New +$6.7M 3.1% 10

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

BBJS Financial Advisors's EEM Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2024 at 125,207 shares worth $5.74M. The position accounts for 2.05% of the portfolio, ranked #16.

BBJS Financial Advisors first reported a position in EEM in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.18M in Q2 2023. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • BBJS Financial Advisors held 125,207 shares of iShares MSCI Emerging Markets ETF worth $5.74M as of Q3 2024.
  • BBJS Financial Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2024.
  • iShares MSCI Emerging Markets ETF made up 2.05% of BBJS Financial Advisors's portfolio in Q3 2024, its #16 holding.
  • BBJS Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $7.18M in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.