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Institutional & Family Asset Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Institutional & Family Asset 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 		$24.7K Hold
580
– – ﹤0.01% 310
2024
Q1 		$23.8K Sell
580
-2,263
-80% -$90K ﹤0.01% 313
2023
Q4 		$114K Hold
2,843
– – 0.02% 178
2023
Q3 		$108K Hold
2,843
– – 0.02% 170
2023
Q2 		$112K Sell
2,843
-2,381
-46% -$93.6K 0.02% 173
2023
Q1 		$206K Sell
5,224
-15,394
-75% -$612K 0.03% 141
2022
Q4 		$781K Buy
20,618
+19,184
+1,338% +$708K 0.13% 101
2022
Q3 		$50K Hold
1,434
– – 0.01% 222
2022
Q2 		$58K Sell
1,434
-2,721
-65% -$114K 0.01% 214
2022
Q1 		$188K Buy
4,155
+2,721
+190% +$128K 0.03% 156
2021
Q4 		$70K Buy
1,434
+854
+147% +$43K 0.01% 238
2021
Q3 		$29K Sell
580
-4,003
-87% -$208K ﹤0.01% 409
2021
Q2 		$253K Sell
4,583
-1,788
-28% -$97.2K 0.04% 156
2021
Q1 		$340K Sell
6,371
-6,232
-49% -$341K 0.07% 145
2020
Q4 		$651K Buy
12,603
+12,023
+2,073% +$578K 0.14% 107
2020
Q3 		$26K Hold
580
– – 0.01% 367
2020
Q2 		$23K Sell
580
-213
-27% -$7.97K ﹤0.01% 382
2020
Q1 		$27K Hold
793
– – 0.01% 324
2019
Q4 		$36K Hold
793
– – 0.01% 354
2019
Q3 		$32K Sell
793
-946
-54% -$39.1K 0.01% 344
2019
Q2 		$75K Buy
1,739
+946
+119% +$40.2K 0.02% 268
2019
Q1 		$34K Hold
793
– – 0.01% 367
2018
Q4 		$31K Sell
793
-176
-18% -$7.05K 0.01% 361
2018
Q3 		$42K Hold
969
– – 0.01% 363
2018
Q2 		$42K Hold
969
– – 0.01% 365
2018
Q1 		$47K Buy
+969
New +$47.5K 0.01% 332

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

Institutional & Family Asset Management's EEM Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2024 at 580 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Institutional & Family Asset Management first reported a position in EEM in Q1 2018 and has held it in 26 quarters since. The position peaked at $781K in Q4 2022. 1,269 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

  • Institutional & Family Asset Management held 580 shares of iShares MSCI Emerging Markets ETF worth $24.7K as of Q2 2024.
  • Institutional & Family Asset Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2024.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #310 holding.
  • Institutional & Family Asset Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's iShares MSCI Emerging Markets ETF position peaked at $781K in Q4 2022.
  • 1,269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.