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

Pinnacle Wealth Management 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 Q2	–	Sell	-5,042	Closed	-$207K	–	107
2024 Q1	$207K	Sell	5,042 -49,600	-91%	-$1.97M	0.15%	99
2023 Q4	$2.2M	Buy	54,642 +2,103	+4%	+$81.2K	1.8%	16
2023 Q3	$1.99M	Buy	52,539 +16,726	+47%	+$662K	1.81%	16
2023 Q2	$1.42M	Buy	35,813 +22,606	+171%	+$889K	1.24%	26
2023 Q1	$521K	Buy	+13,207	New	+$525K	0.45%	50

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

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

Goldman Sachs New York $871B AUM 31.28% 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

SLAM

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

Pinnacle Wealth Management Group's EEM Position: Q2 2024 in Review

Pinnacle Wealth Management Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 5,042 shares — an estimated $207K sold.

Pinnacle Wealth Management Group first reported a position in EEM in Q1 2023 and held it in 5 quarters. The position peaked at $2.2M in Q4 2023. 1,269 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

Pinnacle Wealth Management Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Management Group sold 5,042 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $207K.
Pinnacle Wealth Management Group first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 5 quarters.
Pinnacle Wealth Management Group's iShares MSCI Emerging Markets ETF position peaked at $2.2M in Q4 2023.
1,269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2024, filed 24 Jul 2024.