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

Safeguard Financial’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
2023
Q3 		– Sell
-633
Closed -$25K – 202
2023
Q2 		$25K Buy
+633
New +$24.9K 0.01% 235

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Safeguard Financial's EEM Position: Q3 2023 in Review

Safeguard Financial sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 633 shares — an estimated $25K sold.

Safeguard Financial first reported a position in EEM in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

  • Safeguard Financial reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 633 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $25K.
  • Safeguard Financial first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares MSCI Emerging Markets ETF position peaked at $25K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.