Resurgent Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Resurgent Financial Advisors’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	-1,401	Closed	-$56.3K	–	271
2023 Q4	$56.3K	Buy	1,401 +26	+2%	+$1K	0.03%	315
2023 Q3	$52.2K	Buy	1,375 +10	+0.7%	+$396	0.04%	320
2023 Q2	$54K	Hold	1,365	–	–	0.04%	320
2023 Q1	$53.8K	Sell	1,365 -1,127	-45%	-$44.8K	0.04%	322
2022 Q4	$94.4K	Sell	2,492 -5,214	-68%	-$192K	0.05%	312
2022 Q3	$269K	Buy	7,706 +1,317	+21%	+$51.4K	0.18%	146
2022 Q2	$256K	Sell	6,389 -1,600	-20%	-$67.1K	0.16%	148
2022 Q1	$361K	Sell	7,989 -395	-5%	-$18.6K	0.22%	112
2021 Q4	$409K	Buy	+8,384	New	+$422K	0.33%	82

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Resurgent Financial Advisors's EEM Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2024, closing a stake of 1,401 shares — an estimated $56.3K sold.

Resurgent Financial Advisors first reported a position in EEM in Q4 2021 and held it in 9 quarters. The position peaked at $409K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,401 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $56.3K.
Resurgent Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
Resurgent Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $409K in Q4 2021.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.