IronBridge Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

IronBridge Private Wealth’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	–	Sell	-4,516	Closed	-$207K	–	52
2024 Q3	$207K	Buy	+4,516	New	+$195K	0.08%	46
2024 Q2	–	Sell	-85,504	Closed	-$3.51M	–	46
2024 Q1	$3.51M	Sell	85,504 -62,751	-42%	-$2.5M	1.46%	26
2023 Q4	$5.96M	Buy	+148,255	New	+$5.72M	2.91%	14

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

IronBridge Private Wealth's EEM Position: Q4 2024 in Review

IronBridge Private Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 4,516 shares — an estimated $207K sold.

IronBridge Private Wealth first reported a position in EEM in Q4 2023 and held it in 3 quarters. The position peaked at $5.96M in Q4 2023. 1,326 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

IronBridge Private Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
IronBridge Private Wealth sold 4,516 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $207K.
IronBridge Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and held it in 3 quarters.
IronBridge Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $5.96M in Q4 2023.
1,326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on IronBridge Private Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.