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

CIC Wealth’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 		$869K Buy
18,957
+210
+1% +$9.05K 0.22% 77
2024
Q2 		$798K Buy
18,747
+138
+0.7% +$5.79K 0.22% 77
2024
Q1 		$764K Sell
18,609
-319
-2% -$12.7K 0.22% 77
2023
Q4 		$761K Buy
18,928
+604
+3% +$23.3K 0.24% 79
2023
Q3 		$695K Buy
18,324
+2,817
+18% +$112K 0.25% 79
2023
Q2 		$613K Buy
15,507
+9,984
+181% +$393K 0.21% 86
2023
Q1 		$218K Buy
5,523
+150
+3% +$5.96K 0.08% 147
2022
Q4 		$204K Buy
+5,373
New +$198K 0.08% 159

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIC Wealth's EEM Position: Q3 2024 in Review

CIC Wealth increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.1% in Q3 2024, buying an estimated $9.05K and bringing the position to 18,957 shares worth $869K. The position accounts for 0.22% of the portfolio, ranked #77.

CIC Wealth first reported a position in EEM in Q4 2022 and has held it in 8 quarters since. 1,285 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • CIC Wealth held 18,957 shares of iShares MSCI Emerging Markets ETF worth $869K as of Q3 2024.
  • CIC Wealth bought 210 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $9.05K.
  • iShares MSCI Emerging Markets ETF made up 0.22% of CIC Wealth's portfolio in Q3 2024, its #77 holding.
  • CIC Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.