Beam Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Beam Wealth 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
2023 Q4	–	Sell	-9,002	Closed	-$342K	–	106
2023 Q3	$342K	Sell	9,002 -46,204	-84%	-$1.83M	0.24%	70
2023 Q2	$2.18M	Buy	55,206 +24,652	+81%	+$969K	1.52%	18
2023 Q1	$1.21M	Buy	30,554 +511	+2%	+$20.3K	1.21%	29
2022 Q4	$1.14M	Buy	+30,043	New	+$1.11M	1.19%	30
2022 Q3	–	Sell	-5,176	Closed	-$208K	–	104
2022 Q2	$208K	Sell	5,176 -18,607	-78%	-$781K	0.23%	99
2022 Q1	$1.07M	Sell	23,783 -687	-3%	-$32.4K	1.23%	26
2021 Q4	$1.2M	Buy	+24,470	New	+$1.23M	1.37%	26

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Beam Wealth Advisors's EEM Position: Q4 2023 in Review

Beam Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 9,002 shares — an estimated $342K sold.

Beam Wealth Advisors first reported a position in EEM in Q4 2021 and held it in 7 quarters. The position peaked at $2.18M in Q2 2023. 1,314 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Beam Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Beam Wealth Advisors sold 9,002 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $342K.
Beam Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Beam Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.18M in Q2 2023.
1,314 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Beam Wealth Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.