Keystone Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Keystone Wealth Services’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	-4,790	Closed	-$220K	–	259
2024 Q3	$220K	Hold	4,790	–	–	0.06%	238
2024 Q2	$204K	Buy	+4,790	New	+$201K	0.06%	224
2023 Q3	–	Sell	-5,827	Closed	-$231K	–	205
2023 Q2	$231K	Buy	5,827 +737	+14%	+$29K	0.09%	184
2023 Q1	$201K	Buy	+5,090	New	+$202K	0.08%	187

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

Keystone Wealth Services's EEM Position: Q4 2024 in Review

Keystone Wealth Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 4,790 shares — an estimated $220K sold.

Keystone Wealth Services first reported a position in EEM in Q1 2023 and held it in 4 quarters. The position peaked at $231K in Q2 2023. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Keystone Wealth Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Keystone Wealth Services sold 4,790 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $220K.
Keystone Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 4 quarters.
Keystone Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $231K in Q2 2023.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Keystone Wealth Services's 13F filing for Q4 2024, filed 6 Feb 2025.