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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
2020
Q1 		– Sell
-10,000
Closed -$7K – 837
2019
Q4 		$7K Buy
+10,000
New +$429K ﹤0.01% 550

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 $6.73T AUM 46.02% 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 $33.2B AUM 38.15% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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. 1,271 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.
  • 1,271 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.