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

Castleview 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
-735
Closed -$33.7K – 592
2024
Q3 		$33.7K Sell
735
-2,455
-77% -$106K 0.02% 383
2024
Q2 		$136K Sell
3,190
-255
-7% -$10.7K 0.08% 209
2024
Q1 		$142K Buy
+3,445
New +$137K 0.08% 218
2023
Q3 		– Sell
-1,298
Closed -$51.3K – 698
2023
Q2 		$51.3K Sell
1,298
-300
-19% -$11.8K 0.05% 250
2023
Q1 		$63.1K Hold
1,598
– – 0.06% 240
2022
Q4 		$60.6K Sell
1,598
-700
-30% -$25.8K 0.06% 212
2022
Q3 		$80K Buy
2,298
+1,650
+255% +$64.4K 0.08% 188
2022
Q2 		$71.3K Sell
648
-250
-28% -$10.5K 0.06% 249
2022
Q1 		$40K Sell
898
-61,385
-99% -$2.9M 0.02% 371
2021
Q4 		$1.27K Buy
+62,283
New +$3.13M 0.01% 353
2021
Q2 		$109K Buy
+1,977
New +$107K 0.05% 275

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 $20.4B AUM 28.71% 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 $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

Castleview Partners's EEM Position: Q4 2024 in Review

Castleview Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 735 shares — an estimated $33.7K sold.

Castleview Partners first reported a position in EEM in Q2 2021 and held it in 11 quarters. The position peaked at $142K in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Castleview Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 735 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $33.7K.
  • Castleview Partners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's iShares MSCI Emerging Markets ETF position peaked at $142K in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.