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Gentry Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Gentry Private Wealth’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
-6,845
Closed -$314K – 47
2024
Q3 		$314K Buy
6,845
+552
+9% +$23.8K 0.26% 71
2024
Q2 		$268K Buy
+6,293
New +$264K 0.24% 70

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

Gentry Private Wealth's EEM Position: Q4 2024 in Review

Gentry Private Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 6,845 shares — an estimated $314K sold.

Gentry Private Wealth first reported a position in EEM in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Gentry Private Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Gentry Private Wealth sold 6,845 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $314K.
  • Gentry Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • Gentry Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $314K in Q3 2024.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Gentry Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.