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Kowal Investment Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kowal Investment 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
Q3 		$1.57M Buy
34,286
+457
+1% +$19.7K 0.29% 53
2024
Q2 		$1.44M Sell
33,829
-9,561
-22% -$401K 0.29% 53
2024
Q1 		$1.78M Sell
43,390
-1,532
-3% -$61K 0.39% 36
2023
Q4 		$1.81M Buy
44,922
+32,110
+251% +$1.24M 0.42% 35
2023
Q3 		$486K Buy
12,812
+3,994
+45% +$158K 0.13% 85
2023
Q2 		$349K Buy
+8,818
New +$347K 0.09% 106

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Kowal Investment Group's EEM Position: Q3 2024 in Review

Kowal Investment Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.4% in Q3 2024, buying an estimated $19.7K and bringing the position to 34,286 shares worth $1.57M. The position accounts for 0.29% of the portfolio, ranked #53.

Kowal Investment Group first reported a position in EEM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2023. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • Kowal Investment Group held 34,286 shares of iShares MSCI Emerging Markets ETF worth $1.57M as of Q3 2024.
  • Kowal Investment Group bought 457 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $19.7K.
  • iShares MSCI Emerging Markets ETF made up 0.29% of Kowal Investment Group's portfolio in Q3 2024, its #53 holding.
  • Kowal Investment Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and has held it in 6 quarters since.
  • Kowal Investment Group's iShares MSCI Emerging Markets ETF position peaked at $1.81M in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.