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Lake Street Advisors Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lake Street Advisors 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 		$2.07M Buy
49,419
+209
+0.4% +$9.26K 0.1% 132
2024
Q3 		$2.26M Hold
49,210
– – 0.1% 112
2024
Q2 		$2.1M Sell
49,210
-634
-1% -$26.6K 0.1% 129
2024
Q1 		$2.05M Sell
49,844
-16,721
-25% -$665K 0.1% 138
2023
Q4 		$2.68M Buy
66,565
+82
+0.1% +$3.17K 0.13% 109
2023
Q3 		$2.52M Sell
66,483
-4,188
-6% -$166K 0.15% 101
2023
Q2 		$2.8M Buy
70,671
+33
+0% +$1.3K 0.15% 92
2023
Q1 		$2.79M Sell
70,638
-4,281
-6% -$170K 0.17% 81
2022
Q4 		$2.84M Sell
74,919
-13,997
-16% -$516K 0.19% 85
2022
Q3 		$3.1M Buy
88,916
+13,916
+19% +$543K 0.22% 68
2022
Q2 		$3.01M Sell
75,000
-29,318
-28% -$1.23M 0.21% 69
2022
Q1 		$4.71M Buy
104,318
+113
+0.1% +$5.33K 0.3% 50
2021
Q4 		$5.09M Sell
104,205
-9,989
-9% -$503K 0.32% 48
2021
Q3 		$5.75M Buy
114,194
+71,081
+165% +$3.7M 0.62% 35
2021
Q2 		$2.24M Sell
43,113
-4,011
-9% -$218K 0.17% 65
2021
Q1 		$2.51M Hold
47,124
– – 0.2% 51
2020
Q4 		$2.44M Buy
47,124
+171
+0.4% +$8.22K 0.2% 52
2020
Q3 		$2.07M Sell
46,953
-6,027
-11% -$264K 0.2% 51
2020
Q2 		$2.12M Sell
52,980
-10,038
-16% -$376K 0.21% 50
2020
Q1 		$2.15M Sell
63,018
-105,870
-63% -$4.34M 0.27% 46
2019
Q4 		$7.58M Sell
168,888
-5,929
-3% -$254K 0.75% 25
2019
Q3 		$6.32M Sell
174,817
-45,481
-21% -$1.88M 0.69% 24
2019
Q2 		$9.45M Sell
220,298
-39,540
-15% -$1.68M 1% 19
2019
Q1 		$11.2M Buy
259,838
+6,292
+2% +$265K 1.17% 19
2018
Q4 		$9.9M Sell
253,546
-18,586
-7% -$744K 1.21% 19
2018
Q3 		$11.7M Sell
272,132
-47,635
-15% -$2.06M 1.29% 19
2018
Q2 		$13.9M Sell
319,767
-3,871
-1% -$179K 1.39% 19
2018
Q1 		$15.6M Sell
323,638
-51,639
-14% -$2.53M 1.75% 16
2017
Q4 		$17.7M Buy
+375,277
New +$17.4M 2% 15

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
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

Lake Street Advisors Group's EEM Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.42% in Q4 2024, buying an estimated $9.26K and bringing the position to 49,419 shares worth $2.07M. The position accounts for 0.1% of the portfolio, ranked #132.

Lake Street Advisors Group first reported a position in EEM in Q4 2017 and has held it in 29 quarters since. The position peaked at $17.7M in Q4 2017. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Lake Street Advisors Group held 49,419 shares of iShares MSCI Emerging Markets ETF worth $2.07M as of Q4 2024.
  • Lake Street Advisors Group bought 209 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $9.26K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #132 holding.
  • Lake Street Advisors Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's iShares MSCI Emerging Markets ETF position peaked at $17.7M in Q4 2017.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.