O'Connor Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

O'Connor Financial Group’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	-18,646	Closed	-$750K	–	49
2023 Q4	$750K	Sell	18,646 -1,521	-8%	-$58.7K	0.46%	33
2023 Q3	$765K	Sell	20,167 -37	-0.2%	-$1.47K	0.52%	29
2023 Q2	$799K	Buy	20,204 +1,055	+6%	+$41.5K	0.55%	31
2023 Q1	$756K	Buy	+19,149	New	+$761K	0.57%	31

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

O'Connor Financial Group's EEM Position: Q1 2024 in Review

O'Connor Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 18,646 shares — an estimated $750K sold.

O'Connor Financial Group first reported a position in EEM in Q1 2023 and held it in 4 quarters. The position peaked at $799K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

O'Connor Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
O'Connor Financial Group sold 18,646 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $750K.
O'Connor Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 4 quarters.
O'Connor Financial Group's iShares MSCI Emerging Markets ETF position peaked at $799K in Q2 2023.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.