Morton Brown Family Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Morton Brown Family Wealth’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 Q4	–	Sell	-36	Closed	-$1.37K	–	290
2023 Q3	$1.37K	Sell	36 -13	-27%	-$515	﹤0.01%	168
2023 Q2	$1.94K	Hold	49	–	–	﹤0.01%	154
2023 Q1	$1.93K	Hold	49	–	–	﹤0.01%	197
2022 Q4	$1.86K	Hold	49	–	–	﹤0.01%	141
2022 Q3	$2K	Sell	49 -741	-94%	-$28.9K	﹤0.01%	171
2022 Q2	$32K	Buy	+790	New	+$33.1K	0.02%	76

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Morton Brown Family Wealth's EEM Position: Q4 2023 in Review

Morton Brown Family Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 36 shares — an estimated $1.37K sold.

Morton Brown Family Wealth first reported a position in EEM in Q2 2022 and held it in 6 quarters. The position peaked at $32K in Q2 2022. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Morton Brown Family Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 36 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $1.37K.
Morton Brown Family Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and held it in 6 quarters.
Morton Brown Family Wealth's iShares MSCI Emerging Markets ETF position peaked at $32K in Q2 2022.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Morton Brown Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.