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

Connectus 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
Q1 		$252K Hold
6,123
– – 0.01% 338
2023
Q4 		$246K Hold
6,123
– – 0.01% 467
2023
Q3 		$232K Hold
6,123
– – 0.01% 456
2023
Q2 		$242K Hold
6,123
– – 0.01% 419
2023
Q1 		$242K Hold
6,123
– – 0.01% 407
2022
Q4 		$232K Sell
6,123
-100
-2% -$3.69K 0.01% 398
2022
Q3 		$217K Buy
6,223
+100
+2% +$3.9K ﹤0.01% 477
2022
Q2 		$246K Buy
+6,123
New +$257K 0.01% 394

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Connectus Wealth's EEM Position: Q1 2024 in Review

Connectus Wealth held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q1 2024 at 6,123 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #338.

Connectus Wealth first reported a position in EEM in Q2 2022 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • Connectus Wealth held 6,123 shares of iShares MSCI Emerging Markets ETF worth $252K as of Q1 2024.
  • Connectus Wealth left its iShares MSCI Emerging Markets ETF share count unchanged in Q1 2024.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #338 holding.
  • Connectus Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.