DWM
EEM icon

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
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 $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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