GWM
EEM icon

Grand Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Grand Wealth 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
2022
Q4 		– Sell
-11,606
Closed -$405K – 59
2022
Q3 		$405K Hold
11,606
– – 0.21% 32
2022
Q2 		$465K Hold
11,606
– – 0.24% 28
2022
Q1 		$524K Hold
11,606
– – 0.24% 27
2021
Q4 		$567K Buy
+11,606
New +$584K 0.25% 25

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Grand Wealth Management's EEM Position: Q4 2022 in Review

Grand Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 11,606 shares — an estimated $405K sold.

Grand Wealth Management first reported a position in EEM in Q4 2021 and held it in 4 quarters. The position peaked at $567K in Q4 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Grand Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Grand Wealth Management sold 11,606 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $405K.
  • Grand Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Grand Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $567K in Q4 2021.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Grand Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.