Family Asset Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Family Asset 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 Q3	$23.9K	Sell	522 -3	-0.6%	-$129	0.01%	160
2024 Q2	$22.4K	Sell	525 -656	-56%	-$27.5K	0.01%	167
2024 Q1	$48.5K	Sell	1,181 -1,856	-61%	-$73.9K	0.03%	129
2023 Q4	$122K	Sell	3,037 -424	-12%	-$16.4K	0.08%	115
2023 Q3	$131K	Sell	3,461 -930	-21%	-$36.8K	0.1%	107
2023 Q2	$174K	Sell	4,391 -1,403	-24%	-$55.2K	0.12%	107
2023 Q1	$229K	Sell	5,794 -143	-2%	-$5.69K	0.17%	96
2022 Q4	$225K	Buy	+5,937	New	+$219K	0.19%	86

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Family Asset Management's EEM Position: Q3 2024 in Review

Family Asset Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.57% in Q3 2024, selling an estimated $129 and leaving 522 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #160.

Family Asset Management first reported a position in EEM in Q4 2022 and has held it in 8 quarters since. The position peaked at $229K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

Family Asset Management held 522 shares of iShares MSCI Emerging Markets ETF worth $23.9K as of Q3 2024.
Family Asset Management sold 3 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $129.
iShares MSCI Emerging Markets ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #160 holding.
Family Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares MSCI Emerging Markets ETF position peaked at $229K in Q1 2023.
1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.