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One Wealth Management Investment & Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

One Wealth Management Investment & Advisory Services’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
-11,334
Closed -$456K – 147
2023
Q4 		$456K Buy
+11,334
New +$438K 0.2% 75

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's EEM Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 11,334 shares — an estimated $456K sold.

One Wealth Management Investment & Advisory Services first reported a position in EEM in Q4 2023 and held it in 1 quarter. The position peaked at $456K in Q4 2023. 1,280 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 11,334 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $456K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $456K in Q4 2023.
  • 1,280 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.