Halpern Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Halpern Financial’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 Q3	$5K	Hold	106	–	–	﹤0.01%	183
2024 Q2	$4.52K	Hold	106	–	–	﹤0.01%	180
2024 Q1	$4.38K	Hold	106	–	–	﹤0.01%	183
2023 Q4	$4.19K	Hold	106	–	–	﹤0.01%	209
2023 Q3	$4.03K	Hold	106	–	–	﹤0.01%	189
2023 Q2	$4.2K	Hold	106	–	–	﹤0.01%	226
2023 Q1	$4.19K	Hold	106	–	–	﹤0.01%	158
2022 Q4	$4.02K	Hold	106	–	–	﹤0.01%	160
2022 Q3	$3.7K	Hold	106	–	–	﹤0.01%	174
2022 Q2	$4.25K	Hold	106	–	–	﹤0.01%	201
2022 Q1	$4.79K	Hold	106	–	–	﹤0.01%	190
2021 Q4	$5.18K	Hold	106	–	–	﹤0.01%	208
2021 Q3	$5.34K	Hold	106	–	–	﹤0.01%	209
2021 Q2	$5.85K	Hold	106	–	–	﹤0.01%	176
2021 Q1	$5.66K	Hold	106	–	–	﹤0.01%	172
2020 Q4	$5.48K	Hold	106	–	–	﹤0.01%	159
2020 Q3	$4.68K	Hold	106	–	–	﹤0.01%	159
2020 Q2	$4.24K	Hold	106	–	–	﹤0.01%	138
2020 Q1	$3.62K	Sell	106 -356	-77%	-$14.6K	﹤0.01%	132
2019 Q4	$20.8K	Buy	+462	New	+$19.8K	0.02%	81

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Halpern Financial's EEM Position: Q3 2024 in Review

Halpern Financial held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2024 at 106 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Halpern Financial first reported a position in EEM in Q4 2019 and has held it in 20 quarters since. The position peaked at $20.8K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

Halpern Financial held 106 shares of iShares MSCI Emerging Markets ETF worth $5K as of Q3 2024.
Halpern Financial left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2024.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #183 holding.
Halpern Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's iShares MSCI Emerging Markets ETF position peaked at $20.8K in Q4 2019.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.