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

Drive Wealth Management’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	–	Sell	-8,492	Closed	-$341K	–	324
2023 Q4	$341K	Sell	8,492 -48,949	-85%	-$1.89M	0.11%	173
2023 Q3	$2.18M	Buy	57,441 +16,804	+41%	+$665K	0.8%	28
2023 Q2	$1.61M	Buy	40,637 +6,384	+19%	+$251K	0.6%	34
2023 Q1	$1.35M	Sell	34,253 -444	-1%	-$17.7K	0.57%	42
2022 Q4	$1.32M	Buy	34,697 +14,134	+69%	+$521K	0.66%	34
2022 Q3	$717K	Buy	20,563 +11,709	+132%	+$457K	0.68%	33
2022 Q2	$355K	Buy	+8,854	New	+$371K	0.32%	92
2022 Q1	–	Sell	-19,186	Closed	-$937K	–	172
2021 Q4	$937K	Buy	+19,186	New	+$965K	0.82%	24

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Drive Wealth Management's EEM Position: Q1 2024 in Review

Drive Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 8,492 shares — an estimated $341K sold.

Drive Wealth Management first reported a position in EEM in Q4 2021 and held it in 8 quarters. The position peaked at $2.18M in Q3 2023. 1,279 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

Drive Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Drive Wealth Management sold 8,492 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $341K.
Drive Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
Drive Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $2.18M in Q3 2023.
1,279 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Drive Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.