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

Reston Wealth Management’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
-2,423
Closed -$111K – 166
2024
Q3 		$111K Buy
+2,423
New +$104K 0.04% 78
2024
Q1 		– Sell
-6,015
Closed -$242K – 54
2023
Q4 		$242K Buy
+6,015
New +$232K 0.11% 45
2022
Q3 		– Sell
-12,802
Closed -$513K – 52
2022
Q2 		$513K Buy
12,802
+1,799
+16% +$75.5K 0.29% 31
2022
Q1 		$497K Buy
11,003
+536
+5% +$25.3K 0.25% 30
2021
Q4 		$511K Buy
10,467
+148
+1% +$7.45K 0.25% 30
2021
Q3 		$520K Sell
10,319
-504
-5% -$26.2K 0.27% 28
2021
Q2 		$597K Buy
10,823
+1,456
+16% +$79.1K 0.3% 27
2021
Q1 		$500K Buy
9,367
+785
+9% +$43K 0.26% 27
2020
Q4 		$443K Buy
8,582
+84
+1% +$4.04K 0.25% 29
2020
Q3 		$375K Sell
8,498
-802
-9% -$35.2K 0.24% 28
2020
Q2 		$372K Sell
9,300
-803
-8% -$30.1K 0.26% 27
2020
Q1 		$345K Sell
10,103
-1,298
-11% -$53.3K 0.28% 27
2019
Q4 		$512K Sell
11,401
-431
-4% -$18.5K 0.41% 24
2019
Q3 		$484K Sell
11,832
-4,019
-25% -$166K 0.43% 24
2019
Q2 		$680K Sell
15,851
-3,093
-16% -$131K 0.53% 20
2019
Q1 		$826K Sell
18,944
-3,756
-17% -$158K 0.66% 21
2018
Q4 		$887K Buy
+22,700
New +$909K 0.85% 19

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
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

Reston Wealth Management's EEM Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 2,423 shares — an estimated $111K sold.

Reston Wealth Management first reported a position in EEM in Q4 2018 and held it in 17 quarters. The position peaked at $887K in Q4 2018. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2,423 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $111K.
  • Reston Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 17 quarters.
  • Reston Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $887K in Q4 2018.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.