BFM
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Boston Financial Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Boston Financial 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
Q4 		$1.28M Sell
30,614
-375
-1% -$16.6K 0.04% 179
2024
Q3 		$1.42M Sell
30,989
-2,878
-8% -$124K 0.04% 171
2024
Q2 		$1.44M Buy
33,867
+1,219
+4% +$51.1K 0.05% 164
2024
Q1 		$1.34M Hold
32,648
– – 0.04% 174
2023
Q4 		$1.31M Buy
32,648
+12,514
+62% +$483K 0.04% 169
2023
Q3 		$764K Sell
20,134
-89
-0.4% -$3.52K 0.03% 196
2023
Q2 		$800K Hold
20,223
– – 0.03% 201
2023
Q1 		$798K Sell
20,223
-749
-4% -$29.8K 0.03% 190
2022
Q4 		$795K Buy
20,972
+4,570
+28% +$169K 0.03% 197
2022
Q3 		$572K Buy
+16,402
New +$640K 0.02% 207
2020
Q3 		– Sell
-3,897
Closed -$156K – 251
2020
Q2 		$156K Sell
3,897
-4,470
-53% -$167K 0.01% 251
2020
Q1 		$286K Sell
8,367
-1,000
-11% -$41K 0.02% 200
2019
Q4 		$420K Sell
9,367
-1,518
-14% -$65.2K 0.02% 183
2019
Q3 		$445K Hold
10,885
– – 0.03% 186
2019
Q2 		$467K Sell
10,885
-125
-1% -$5.31K 0.03% 186
2019
Q1 		$473K Sell
11,010
-1,778
-14% -$74.8K 0.03% 191
2018
Q4 		$499K Sell
12,788
-4,091
-24% -$164K 0.03% 185
2018
Q3 		$724K Sell
16,879
-431
-2% -$18.6K 0.04% 182
2018
Q2 		$750K Sell
17,310
-165
-0.9% -$7.64K 0.05% 166
2018
Q1 		$844K Buy
17,475
+3,133
+22% +$154K 0.06% 166
2017
Q4 		$676K Sell
14,342
-778
-5% -$36K 0.05% 182
2017
Q3 		$678K Sell
15,120
-1,327
-8% -$58.4K 0.05% 181
2017
Q2 		$681K Sell
16,447
-252
-2% -$10.3K 0.05% 189
2017
Q1 		$658K Sell
16,699
-31,008
-65% -$1.18M 0.05% 192
2016
Q4 		$1.67M Sell
47,707
-2,137
-4% -$77.1K 0.13% 161
2016
Q3 		$1.87M Sell
49,844
-1,111
-2% -$40.6K 0.15% 152
2016
Q2 		$1.75M Buy
50,955
+44,164
+650% +$1.48M 0.14% 149
2016
Q1 		$233K Sell
6,791
-1,700
-20% -$52.7K 0.04% 166
2015
Q4 		$273K Sell
8,491
-385
-4% -$13.2K 0.04% 167
2015
Q3 		$291K Sell
8,876
-42,946
-83% -$1.52M 0.04% 179
2015
Q2 		$2.05M Sell
51,822
-2,684
-5% -$112K 0.26% 108
2015
Q1 		$2.19M Sell
54,506
-30
-0.1% -$1.19K 0.27% 103
2014
Q4 		$2.14M Sell
54,536
-1,427
-3% -$58K 0.27% 107
2014
Q3 		$2.33M Sell
55,963
-2,980
-5% -$132K 0.31% 100
2014
Q2 		$2.55M Sell
58,943
-800
-1% -$34K 0.34% 90
2014
Q1 		$2.45M Sell
59,743
-20,895
-26% -$820K 0.33% 87
2013
Q4 		$3.37M Sell
80,638
-3,180
-4% -$133K 0.46% 67
2013
Q3 		$3.42M Sell
83,818
-1,210
-1% -$47.9K 0.51% 63
2013
Q2 		$3.27M Buy
+85,028
New +$3.53M 0.51% 62

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 $777B AUM 61.18% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Boston Financial Management's EEM Position: Q4 2024 in Review

Boston Financial Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q4 2024, selling an estimated $16.6K and leaving 30,614 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #179.

Boston Financial Management first reported a position in EEM in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.42M in Q3 2013. 1,326 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Boston Financial Management held 30,614 shares of iShares MSCI Emerging Markets ETF worth $1.28M as of Q4 2024.
  • Boston Financial Management sold 375 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $16.6K.
  • iShares MSCI Emerging Markets ETF made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #179 holding.
  • Boston Financial Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 39 quarters since.
  • Boston Financial Management's iShares MSCI Emerging Markets ETF position peaked at $3.42M in Q3 2013.
  • 1,326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.