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

Janiczek 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 Q1	–	Sell	-40	Closed	-$1.61K	–	1115
2023 Q4	$1.61K	Buy	40 +9	+29%	+$347	﹤0.01%	877
2023 Q3	$1.18K	Buy	+31	New	+$1.23K	﹤0.01%	897
2023 Q2	–	Sell	-35	Closed	-$1.39K	–	996
2023 Q1	$1.39K	Buy	35 +1	+3%	+$40	﹤0.01%	808
2022 Q4	$1.4K	Buy	+34	New	+$1.25K	﹤0.01%	822
2022 Q3	–	Sell	-25	Closed	-$1K	–	950
2022 Q2	$1K	Buy	+25	New	+$1.05K	﹤0.01%	854
2021 Q4	–	Sell	-153	Closed	-$8K	–	1030
2021 Q3	$8K	Hold	153	–	–	﹤0.01%	605
2021 Q2	$8K	Buy	153 +1	+0.7%	+$54	﹤0.01%	584
2021 Q1	$8K	Hold	152	–	–	﹤0.01%	570
2020 Q4	$8K	Buy	152 +1	+0.7%	+$48	﹤0.01%	502
2020 Q3	$7K	Hold	151	–	–	﹤0.01%	286
2020 Q2	$6K	Sell	151 -3,599	-96%	-$135K	﹤0.01%	165
2020 Q1	$128K	Sell	3,750 -45	-1%	-$1.85K	0.07%	44
2019 Q4	$170K	Hold	3,795	–	–	0.08%	41
2019 Q3	$155K	Hold	3,795	–	–	0.07%	41
2019 Q2	$163K	Hold	3,795	–	–	0.08%	39
2019 Q1	$163K	Hold	3,795	–	–	0.08%	41
2018 Q4	$148K	Buy	3,795 +3,600	+1,846%	+$144K	0.08%	46
2018 Q3	$8K	Hold	195	–	–	﹤0.01%	99
2018 Q2	$8K	Buy	+195	New	+$9.03K	﹤0.01%	104

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Janiczek Wealth Management's EEM Position: Q1 2024 in Review

Janiczek Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 40 shares — an estimated $1.61K sold.

Janiczek Wealth Management first reported a position in EEM in Q2 2018 and held it in 19 quarters. The position peaked at $170K in Q4 2019. 1,279 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

Janiczek Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Janiczek Wealth Management sold 40 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $1.61K.
Janiczek Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2018 and held it in 19 quarters.
Janiczek Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $170K in Q4 2019.
1,279 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.