Householder Group Estate & Retirement Specialist’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$73K	Sell	1,761 -187	-10%	-$8.29K	0.05%	185
2024 Q3	$89K	Sell	1,948 -265	-12%	-$11.4K	0.03%	382
2024 Q2	$94K	Buy	2,213 +1,354	+158%	+$56.8K	0.03%	361
2024 Q1	$35.3K	Buy	859 +45	+6%	+$1.79K	0.01%	546
2023 Q4	$32K	Buy	814 +89	+12%	+$3.44K	0.01%	548
2023 Q3	$27.5K	Buy	+725	New	+$28.7K	0.01%	567
2023 Q1	$31K	Buy	+777	New	+$30.9K	0.01%	535
2022 Q4	–	Sell	-777	Closed	-$27K	–	515
2022 Q3	$27K	Buy	+777	New	+$30.3K	0.01%	513

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

Jane Street New York $777B AUM 61.18% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EEM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.6% in Q4 2024, selling an estimated $8.29K and leaving 1,761 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #185.

Householder Group Estate & Retirement Specialist first reported a position in EEM in Q3 2022 and has held it in 8 quarters since. The position peaked at $94K in Q2 2024. 1,326 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,761 shares of iShares MSCI Emerging Markets ETF worth $73K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 187 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $8.29K.
iShares MSCI Emerging Markets ETF made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #185 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares MSCI Emerging Markets ETF position peaked at $94K in Q2 2024.
1,326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.