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Goodwin Investment Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Goodwin 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
2024
Q1 		– Sell
-1,559
Closed -$62.7K – 51
2023
Q4 		$62.7K Sell
1,559
-4,392
-74% -$170K 0.03% 43
2023
Q3 		$226K Sell
5,951
-17
-0.3% -$673 0.13% 43
2023
Q2 		$236K Sell
5,968
-64
-1% -$2.52K 0.14% 44
2023
Q1 		$238K Sell
6,032
-256
-4% -$10.2K 0.16% 44
2022
Q4 		$238K Sell
6,288
-834
-12% -$30.8K 0.17% 41
2022
Q3 		$248K Buy
+7,122
New +$278K 0.19% 43

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 $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Goodwin Investment Advisory's EEM Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 1,559 shares — an estimated $62.7K sold.

Goodwin Investment Advisory first reported a position in EEM in Q3 2022 and held it in 6 quarters. The position peaked at $248K in Q3 2022. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,559 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $62.7K.
  • Goodwin Investment Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and held it in 6 quarters.
  • Goodwin Investment Advisory's iShares MSCI Emerging Markets ETF position peaked at $248K in Q3 2022.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.