Relyea Zuckerberg Hanson’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Relyea Zuckerberg Hanson’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	-8,932	Closed	-$359K	–	238
2023 Q4	$359K	Sell	8,932 -15,841	-64%	-$612K	0.07%	147
2023 Q3	$940K	Sell	24,773 -1,121	-4%	-$44.4K	0.21%	67
2023 Q2	$1.02M	Sell	25,894 -952	-4%	-$37.4K	0.23%	62
2023 Q1	$1.06M	Buy	26,846 +125	+0.5%	+$4.97K	0.26%	58
2022 Q4	$1.01M	Buy	26,721 +147	+0.6%	+$5.42K	0.29%	57
2022 Q3	$927K	Hold	26,574	–	–	0.33%	42
2022 Q2	$1.07M	Sell	26,574 -3,510	-12%	-$147K	0.4%	40
2022 Q1	$1.35M	Sell	30,084 -864	-3%	-$40.8K	0.44%	37
2021 Q4	$1.52M	Buy	30,948 +285	+0.9%	+$14.3K	0.55%	32
2021 Q3	$1.54M	Sell	30,663 -400	-1%	-$20.8K	0.6%	30
2021 Q2	$1.71M	Buy	31,063 +327	+1%	+$17.8K	0.7%	25
2021 Q1	$1.68M	Buy	30,736 +1,010	+3%	+$55.3K	0.74%	26
2020 Q4	$1.54M	Buy	29,726 +148	+0.5%	+$7.12K	0.82%	24
2020 Q3	$1.34M	Sell	29,578 -2,280	-7%	-$100K	0.86%	24
2020 Q2	$1.27M	Sell	31,858 -1,557	-5%	-$58.3K	1.02%	24
2020 Q1	$1.14M	Buy	+33,415	New	+$1.37M	1.25%	19

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Relyea Zuckerberg Hanson's EEM Position: Q1 2024 in Review

Relyea Zuckerberg Hanson sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 8,932 shares — an estimated $359K sold.

Relyea Zuckerberg Hanson first reported a position in EEM in Q1 2020 and held it in 16 quarters. The position peaked at $1.71M in Q2 2021. 1,279 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

Relyea Zuckerberg Hanson reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 8,932 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $359K.
Relyea Zuckerberg Hanson first reported a position in iShares MSCI Emerging Markets ETF in Q1 2020 and held it in 16 quarters.
Relyea Zuckerberg Hanson's iShares MSCI Emerging Markets ETF position peaked at $1.71M in Q2 2021.
1,279 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2024, filed 22 Apr 2024.