Capasso Planning Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Capasso Planning Partners’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	–	Sell	-5,116	Closed	-$235K	–	109
2024 Q3	$235K	Buy	+5,116	New	+$221K	0.07%	139
2024 Q2	–	Sell	-7,484	Closed	-$307K	–	146
2024 Q1	$307K	Sell	7,484 -4,455	-37%	-$177K	0.13%	87
2023 Q4	$480K	Buy	11,939 +4,494	+60%	+$174K	0.22%	62
2023 Q3	$283K	Hold	7,445	–	–	0.15%	78
2023 Q2	$295K	Buy	7,445 +1,360	+22%	+$53.5K	0.16%	77
2023 Q1	$240K	Buy	+6,085	New	+$242K	0.14%	83
2022 Q4	–	Sell	-17,372	Closed	-$606K	–	103
2022 Q3	$606K	Buy	17,372 +367	+2%	+$14.3K	0.42%	46
2022 Q2	$682K	Sell	17,005 -1,052	-6%	-$44.1K	0.48%	37
2022 Q1	$815K	Buy	18,057 +4,912	+37%	+$232K	0.58%	38
2021 Q4	$642K	Buy	+13,145	New	+$661K	0.47%	40

Other funds holding EEM

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

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Capasso Planning Partners's EEM Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 5,116 shares — an estimated $235K sold.

Capasso Planning Partners first reported a position in EEM in Q4 2021 and held it in 10 quarters. The position peaked at $815K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Capasso Planning Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 5,116 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $235K.
Capasso Planning Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Capasso Planning Partners's iShares MSCI Emerging Markets ETF position peaked at $815K in Q1 2022.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.