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Diversify Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Diversify Advisory Services’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
-147,854
Closed -$6.73M – 637
2024
Q3 		$6.73M Buy
+147,854
New +$6.38M 0.36% 49
2024
Q2 		– Sell
-312,771
Closed -$12.9M – 667
2024
Q1 		$12.9M Buy
+312,771
New +$12.4M 0.76% 30

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

Diversify Advisory Services's EEM Position: Q4 2024 in Review

Diversify Advisory Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 147,854 shares — an estimated $6.73M sold.

Diversify Advisory Services first reported a position in EEM in Q1 2024 and held it in 2 quarters. The position peaked at $12.9M in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Diversify Advisory Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 147,854 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $6.73M.
  • Diversify Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $12.9M in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.