Clean Yield Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Clean Yield Group’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	–	Sell	-1,000	Closed	-$42.6K	–	479
2024 Q2	$42.6K	Buy	+1,000	New	+$41.9K	0.02%	243
2021 Q1	–	Sell	-1,500	Closed	-$78K	–	213
2020 Q4	$78K	Hold	1,500	–	–	0.03%	210
2020 Q3	$66K	Sell	1,500 -1,000	-40%	-$43.9K	0.03%	199
2020 Q2	$100K	Sell	2,500 -800	-24%	-$29.9K	0.04%	160
2020 Q1	$113K	Sell	3,300 -570	-15%	-$23.4K	0.05%	147
2019 Q4	$174K	Buy	3,870 +1,370	+55%	+$58.8K	0.05%	155
2019 Q3	$102K	Hold	2,500	–	–	0.03%	171
2019 Q2	$107K	Hold	2,500	–	–	0.04%	167
2019 Q1	$107K	Hold	2,500	–	–	0.04%	155
2018 Q4	$98K	Sell	2,500 -2,500	-50%	-$100K	0.04%	156
2018 Q3	$215K	Hold	5,000	–	–	0.09%	133
2018 Q2	$217K	Hold	5,000	–	–	0.09%	126
2018 Q1	$241K	Buy	+5,000	New	+$245K	0.1%	123
2015 Q2	–	Sell	-1,133	Closed	-$45K	–	170
2015 Q1	$45K	Buy	+1,133	New	+$45.1K	0.02%	186

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Clean Yield Group's EEM Position: Q3 2024 in Review

Clean Yield Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 1,000 shares — an estimated $42.6K sold.

Clean Yield Group first reported a position in EEM in Q1 2015 and held it in 14 quarters. The position peaked at $241K in Q1 2018. 1,285 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

Clean Yield Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Clean Yield Group sold 1,000 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $42.6K.
Clean Yield Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and held it in 14 quarters.
Clean Yield Group's iShares MSCI Emerging Markets ETF position peaked at $241K in Q1 2018.
1,285 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.