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Lee Financial’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lee Financial’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
-1,101
Closed -$44.3K – 357
2023
Q4 		$44.3K Hold
1,101
– – 0.01% 246
2023
Q3 		$41.8K Hold
1,101
– – 0.01% 239
2023
Q2 		$43.6K Hold
1,101
– – 0.01% 232
2023
Q1 		$43.4K Hold
1,101
– – 0.01% 240
2022
Q4 		$41.7K Hold
1,101
– – 0.01% 268
2022
Q3 		$38K Hold
1,101
– – 0.01% 274
2022
Q2 		$44K Sell
1,101
-1,642
-60% -$68.9K 0.01% 259
2022
Q1 		$124K Buy
2,743
+592
+28% +$27.9K 0.02% 173
2021
Q4 		$105K Buy
2,151
+1,831
+572% +$92.1K 0.02% 186
2021
Q3 		$16K Buy
+320
New +$16.7K ﹤0.01% 363
2018
Q4 		– Sell
-483
Closed -$21K – 449
2018
Q3 		$21K Sell
483
-9,066
-95% -$391K 0.01% 243
2018
Q2 		$414K Hold
9,549
– – 0.1% 94
2018
Q1 		$461K Buy
9,549
+3,474
+57% +$170K 0.12% 88
2017
Q4 		$286K Buy
6,075
+83
+1% +$3.84K 0.08% 105
2017
Q3 		$269K Hold
5,992
– – 0.09% 101
2017
Q2 		$248K Buy
5,992
+508
+9% +$20.7K 0.09% 105
2017
Q1 		$216K Hold
5,484
– – 0.09% 105
2016
Q4 		$192K Buy
+5,484
New +$198K 0.11% 105

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lee Financial's EEM Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 1,101 shares — an estimated $44.3K sold.

Lee Financial first reported a position in EEM in Q4 2016 and held it in 18 quarters. The position peaked at $461K in Q1 2018. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,101 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $44.3K.
  • Lee Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and held it in 18 quarters.
  • Lee Financial's iShares MSCI Emerging Markets ETF position peaked at $461K in Q1 2018.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.