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New England Capital Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

New England Capital 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
-64
Closed -$2.56K – 404
2023
Q4 		$2.56K Buy
64
+2
+3% +$77 ﹤0.01% 313
2023
Q3 		$2.37K Hold
62
– – ﹤0.01% 307
2023
Q2 		$2.47K Hold
62
– – ﹤0.01% 305
2023
Q1 		$2.44K Hold
62
– – ﹤0.01% 331
2022
Q4 		$2.58K Buy
+62
New +$2.29K ﹤0.01% 330

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 $33.2B AUM 38.15% 1-Year Est. Return

New England Capital Financial Advisors's EEM Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 64 shares — an estimated $2.56K sold.

New England Capital Financial Advisors first reported a position in EEM in Q4 2022 and held it in 5 quarters. The position peaked at $2.58K in Q4 2022. 1,278 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 64 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $2.56K.
  • New England Capital Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
  • New England Capital Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.58K in Q4 2022.
  • 1,278 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.