Global Wealth Management Investment Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Global Wealth Management Investment Advisory’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
2023 Q4	–	Sell	-80	Closed	-$3.04K	–	480
2023 Q3	$3.04K	Hold	80	–	–	﹤0.01%	356
2023 Q2	$3.17K	Buy	+80	New	+$3.15K	﹤0.01%	364
2022 Q3	–	Sell	-120	Closed	-$5K	–	240
2022 Q2	$5K	Sell	120 -200	-63%	-$8.39K	﹤0.01%	336
2022 Q1	$14K	Hold	320	–	–	﹤0.01%	285
2021 Q4	$16K	Hold	320	–	–	﹤0.01%	272
2021 Q3	$16K	Hold	320	–	–	0.01%	278
2021 Q2	$18K	Hold	320	–	–	0.01%	251
2021 Q1	$17K	Hold	320	–	–	0.01%	259
2020 Q4	$17K	Hold	320	–	–	0.01%	244
2020 Q3	$14K	Hold	320	–	–	0.01%	249
2020 Q2	$13K	Hold	320	–	–	0.01%	318
2020 Q1	$11K	Hold	320	–	–	0.01%	320
2019 Q4	$14K	Hold	320	–	–	0.01%	306
2019 Q3	$13K	Sell	320 -184	-37%	-$7.6K	0.01%	291
2019 Q2	$22K	Hold	504	–	–	0.01%	258
2019 Q1	$22K	Sell	504 -38,296	-99%	-$1.61M	0.01%	294
2018 Q4	$1.52M	Buy	+38,800	New	+$1.55M	0.88%	45

Other funds holding EEM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Global Wealth Management Investment Advisory's EEM Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 80 shares — an estimated $3.04K sold.

Global Wealth Management Investment Advisory first reported a position in EEM in Q4 2018 and held it in 17 quarters. The position peaked at $1.52M in Q4 2018. 1,314 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 80 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $3.04K.
Global Wealth Management Investment Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's iShares MSCI Emerging Markets ETF position peaked at $1.52M in Q4 2018.
1,314 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.