Kiely Wealth Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kiely Wealth Advisory Group’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	$62.5K	Hold	1,430	–	–	0.04%	110
2024 Q3	$62.2K	Hold	1,430	–	–	0.04%	111
2024 Q2	$59.7K	Hold	1,430	–	–	0.03%	101
2024 Q1	$59.2K	Hold	1,430	–	–	0.03%	95
2023 Q4	$55.7K	Buy	+1,430	New	+$55.2K	0.03%	94

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

Kiely Wealth Advisory Group's EEM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2024 at 1,430 shares worth $62.5K. The position accounts for 0.04% of the portfolio, ranked #110.

Kiely Wealth Advisory Group first reported a position in EEM in Q4 2023 and has held it in 5 quarters since. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Kiely Wealth Advisory Group held 1,430 shares of iShares MSCI Emerging Markets ETF worth $62.5K as of Q4 2024.
Kiely Wealth Advisory Group left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2024.
iShares MSCI Emerging Markets ETF made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #110 holding.
Kiely Wealth Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.