Madison Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Madison Wealth Management’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
2023 Q3	$201K	Hold	5,293	–	–	0.04%	150
2023 Q2	$209K	Sell	5,293 -38	-0.7%	-$1.49K	0.04%	150
2023 Q1	$210K	Sell	5,331 -42	-0.8%	-$1.67K	0.05%	152
2022 Q4	$204K	Sell	5,373 -1,085	-17%	-$40K	0.05%	154
2022 Q3	$225K	Buy	6,458 +345	+6%	+$13.5K	0.06%	151
2022 Q2	$245K	Buy	+6,113	New	+$256K	0.06%	145

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Madison Wealth Management's EEM Position: Q3 2023 in Review

Madison Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2023 at 5,293 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #150.

Madison Wealth Management first reported a position in EEM in Q2 2022 and has held it in 6 quarters since. The position peaked at $245K in Q2 2022. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Madison Wealth Management held 5,293 shares of iShares MSCI Emerging Markets ETF worth $201K as of Q3 2023.
Madison Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2023.
iShares MSCI Emerging Markets ETF made up 0.04% of Madison Wealth Management's portfolio in Q3 2023, its #150 holding.
Madison Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 6 quarters since.
Madison Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $245K in Q2 2022.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.