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

Jamison Private 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 Q4	–	Sell	-974	Closed	-$44.7K	–	280
2024 Q3	$44.7K	Hold	974	–	–	0.01%	257
2024 Q2	$41.5K	Buy	974 +870	+837%	+$36.5K	0.01%	255
2024 Q1	$4.26K	Hold	104	–	–	﹤0.01%	366
2023 Q4	$4.17K	Buy	104 +2	+2%	+$77	﹤0.01%	350
2023 Q3	$3.86K	Buy	+102	New	+$4.04K	﹤0.01%	343

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 $20.4B AUM 28.71% 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 $30B AUM 26.86% 1-Year Est. Return

BHCM

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

Jamison Private Wealth Management's EEM Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 974 shares — an estimated $44.7K sold.

Jamison Private Wealth Management first reported a position in EEM in Q3 2023 and held it in 5 quarters. The position peaked at $44.7K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Jamison Private Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 974 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $44.7K.
Jamison Private Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $44.7K in Q3 2024.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.