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

Level Financial Advisors’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	-84	Closed	-$3.37K	–	130
2023 Q4	$3.37K	Buy	84 +2	+2%	+$77	﹤0.01%	228
2023 Q3	$3.12K	Sell	82 -245	-75%	-$9.7K	﹤0.01%	235
2023 Q2	$12.9K	Buy	+327	New	+$12.9K	0.01%	174
2023 Q1	–	Sell	-54	Closed	-$2K	–	266
2022 Q4	$2K	Sell	54 -120	-69%	-$4.43K	﹤0.01%	219
2022 Q3	$6K	Hold	174	–	–	﹤0.01%	185
2022 Q2	$7K	Hold	174	–	–	0.01%	194
2022 Q1	$8K	Hold	174	–	–	0.01%	160
2021 Q4	$8K	Buy	+174	New	+$8.76K	0.01%	183

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Level Financial Advisors's EEM Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 84 shares — an estimated $3.37K sold.

Level Financial Advisors first reported a position in EEM in Q4 2021 and held it in 8 quarters. The position peaked at $12.9K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

Level Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 84 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $3.37K.
Level Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $12.9K in Q2 2023.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.