FinTrust Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

FinTrust Capital Advisors’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	$40.6K	Buy	886 +62	+8%	+$2.67K	0.01%	636
2024 Q2	$35.1K	Sell	824 -1,056	-56%	-$44.3K	0.01%	640
2024 Q1	$77.2K	Hold	1,880	–	–	0.01%	430
2023 Q4	$75.6K	Sell	1,880 -785	-29%	-$30.3K	0.02%	410
2023 Q3	$101K	Sell	2,665 -10,832	-80%	-$429K	0.02%	338
2023 Q2	$528K	Buy	13,497 +10,000	+286%	+$393K	0.13%	161
2023 Q1	$133K	Sell	3,497 -5,000	-59%	-$199K	0.03%	313
2022 Q4	$322K	Sell	8,497 -8,455	-50%	-$312K	0.08%	198
2022 Q3	$592K	Buy	16,952 +9,996	+144%	+$390K	0.15%	145
2022 Q2	$274K	Sell	6,956 -31	-0.4%	-$1.3K	0.07%	227
2022 Q1	$315K	Hold	6,987	–	–	0.07%	223
2021 Q4	$341K	Sell	6,987 -10,000	-59%	-$503K	0.08%	217
2021 Q3	$856K	Hold	16,987	–	–	0.23%	91
2021 Q2	$937K	Hold	16,987	–	–	0.25%	85
2021 Q1	$906K	Sell	16,987 -130	-0.8%	-$7.12K	0.26%	81
2020 Q4	$884K	Hold	17,117	–	–	0.28%	78
2020 Q3	$755	Sell	17,117 -698	-4%	-$30.6K	0.15%	85
2020 Q2	$712K	Sell	17,815 -6,520	-27%	-$244K	0.28%	74
2020 Q1	$831K	Sell	24,335 -895	-4%	-$36.7K	0.4%	49
2019 Q4	$1.13M	Hold	25,230	–	–	0.46%	40
2019 Q3	$1.03M	Hold	25,230	–	–	0.35%	54
2019 Q2	$1.08M	Hold	25,230	–	–	0.43%	43
2019 Q1	$1.08M	Buy	25,230 +12,152	+93%	+$511K	0.45%	40
2018 Q4	$511K	Buy	+13,078	New	+$524K	0.25%	90

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

FinTrust Capital Advisors's EEM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares MSCI Emerging Markets ETF (EEM) stake by 7.5% in Q3 2024, buying an estimated $2.67K and bringing the position to 886 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #636.

FinTrust Capital Advisors first reported a position in EEM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

FinTrust Capital Advisors held 886 shares of iShares MSCI Emerging Markets ETF worth $40.6K as of Q3 2024.
FinTrust Capital Advisors bought 62 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $2.67K.
iShares MSCI Emerging Markets ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #636 holding.
FinTrust Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.13M in Q4 2019.
1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.