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Great Point Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Great Point Wealth 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
Q4 		– Sell
-5,282
Closed -$242K – 60
2024
Q3 		$242K Sell
5,282
-47
-0.9% -$2.03K 0.05% 53
2024
Q2 		$227K Sell
5,329
-645
-11% -$27.1K 0.05% 51
2024
Q1 		$245K Sell
5,974
-578
-9% -$23K 0.06% 53
2023
Q4 		$263K Sell
6,552
-19
-0.3% -$734 0.07% 54
2023
Q3 		$249K Hold
6,571
– – 0.07% 57
2023
Q2 		$260K Sell
6,571
-14
-0.2% -$551 0.08% 57
2023
Q1 		$260K Sell
6,585
-55
-0.8% -$2.19K 0.08% 54
2022
Q4 		$252K Hold
6,640
– – 0.08% 55
2022
Q3 		$232K Hold
6,640
– – 0.09% 60
2022
Q2 		$266K Sell
6,640
-901
-12% -$37.8K 0.09% 57
2022
Q1 		$340K Sell
7,541
-472
-6% -$22.3K 0.11% 48
2021
Q4 		$391K Sell
8,013
-127
-2% -$6.39K 0.12% 43
2021
Q3 		$410K Buy
8,140
+858
+12% +$44.7K 0.14% 38
2021
Q2 		$402K Sell
7,282
-96
-1% -$5.22K 0.14% 40
2021
Q1 		$394K Sell
7,378
-645
-8% -$35.3K 0.15% 37
2020
Q4 		$414K Sell
8,023
-436
-5% -$21K 0.18% 38
2020
Q3 		$338K Hold
8,459
– – 0.17% 37
2020
Q2 		$338K Hold
8,459
– – 0.17% 37
2020
Q1 		$288K Sell
8,459
-2,049
-19% -$84.1K 0.24% 35
2019
Q4 		$471K Sell
10,508
-25
-0.2% -$1.07K 0.29% 30
2019
Q3 		$430K Sell
10,533
-65
-0.6% -$2.68K 0.29% 30
2019
Q2 		$454K Sell
10,598
-53
-0.5% -$2.25K 0.37% 29
2019
Q1 		$457K Sell
10,651
-654
-6% -$27.5K 0.39% 30
2018
Q4 		$441K Buy
+11,305
New +$453K 0.42% 27

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

Great Point Wealth Advisors's EEM Position: Q4 2024 in Review

Great Point Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 5,282 shares — an estimated $242K sold.

Great Point Wealth Advisors first reported a position in EEM in Q4 2018 and held it in 24 quarters. The position peaked at $471K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Great Point Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Great Point Wealth Advisors sold 5,282 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $242K.
  • Great Point Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 24 quarters.
  • Great Point Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $471K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Great Point Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.