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Carmichael Hill & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Carmichael Hill & Associates’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 		$83.1K Hold
1,812
– – 0.03% 289
2024
Q2 		$77.2K Buy
1,812
+117
+7% +$4.91K 0.03% 278
2024
Q1 		$69.6K Sell
1,695
-25
-1% -$995 0.03% 297
2023
Q4 		$69.2K Sell
1,720
-23
-1% -$888 0.03% 302
2023
Q3 		$66.1K Hold
1,743
– – 0.03% 288
2023
Q2 		$69K Hold
1,743
– – 0.03% 285
2023
Q1 		$68.8K Hold
1,743
– – 0.03% 270
2022
Q4 		$66.1K Sell
1,743
-72
-4% -$2.66K 0.03% 294
2022
Q3 		$63K Sell
1,815
-4,253
-70% -$166K 0.03% 294
2022
Q2 		$243K Sell
6,068
-402
-6% -$16.9K 0.13% 134
2022
Q1 		$292K Hold
6,470
– – 0.13% 138
2021
Q4 		$316K Buy
6,470
+4,878
+306% +$245K 0.14% 134
2021
Q3 		$80K Hold
1,592
– – 0.04% 271
2021
Q2 		$88K Sell
1,592
-196
-11% -$10.7K 0.04% 259
2021
Q1 		$95K Hold
1,788
– – 0.05% 239
2020
Q4 		$92K Hold
1,788
– – 0.05% 237
2020
Q3 		$79K Hold
1,788
– – 0.05% 243
2020
Q2 		$72K Sell
1,788
-524
-23% -$19.6K 0.05% 231
2020
Q1 		$79K Sell
2,312
-30
-1% -$1.23K 0.07% 195
2019
Q4 		$105K Buy
+2,342
New +$101K 0.07% 194

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

Carmichael Hill & Associates's EEM Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2024 at 1,812 shares worth $83.1K. The position accounts for 0.03% of the portfolio, ranked #289.

Carmichael Hill & Associates first reported a position in EEM in Q4 2019 and has held it in 20 quarters since. The position peaked at $316K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • Carmichael Hill & Associates held 1,812 shares of iShares MSCI Emerging Markets ETF worth $83.1K as of Q3 2024.
  • Carmichael Hill & Associates left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2024.
  • iShares MSCI Emerging Markets ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #289 holding.
  • Carmichael Hill & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's iShares MSCI Emerging Markets ETF position peaked at $316K in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.