Planned Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Planned Solutions’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 Q4	–	Sell	-2,325	Closed	-$107K	–	252
2024 Q3	$107K	Buy	+2,325	New	+$100K	0.04%	194
2024 Q1	–	Sell	-2,738	Closed	-$110K	–	213
2023 Q4	$110K	Buy	+2,738	New	+$106K	0.05%	169
2021 Q1	–	Sell	-413	Closed	-$21K	–	156
2020 Q4	$21K	Hold	413	–	–	0.02%	280
2020 Q3	$18K	Buy	+413	New	+$18.1K	0.02%	221

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

SLAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Planned Solutions's EEM Position: Q4 2024 in Review

Planned Solutions sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 2,325 shares — an estimated $107K sold.

Planned Solutions first reported a position in EEM in Q3 2020 and held it in 4 quarters. The position peaked at $110K in Q4 2023. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

Planned Solutions reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2,325 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $107K.
Planned Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares MSCI Emerging Markets ETF position peaked at $110K in Q4 2023.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.