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

ICA Group 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
2024 Q2	–	Sell	-475	Closed	-$19.5K	–	912
2024 Q1	$19.5K	Hold	475	–	–	﹤0.01%	756
2023 Q4	$19.1K	Buy	+475	New	+$18.3K	﹤0.01%	741
2023 Q3	–	Sell	-475	Closed	-$18.8K	–	477
2023 Q2	$18.8K	Hold	475	–	–	﹤0.01%	707
2023 Q1	$18.7K	Hold	475	–	–	﹤0.01%	680
2022 Q4	$18K	Buy	+475	New	+$17.5K	﹤0.01%	706

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $30B AUM 26.86% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

ICA Group Wealth Management's EEM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 475 shares — an estimated $19.5K sold.

ICA Group Wealth Management first reported a position in EEM in Q4 2022 and held it in 5 quarters. The position peaked at $19.5K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 475 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $19.5K.
ICA Group Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $19.5K in Q1 2024.
1,269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.