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Sensible Financial Planning & Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sensible Financial Planning & 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
-8,248
Closed -$378K – 33
2024
Q3 		$378K Buy
+8,248
New +$356K 0.07% 41
2022
Q4 		– Sell
-8,389
Closed -$293K – 34
2022
Q3 		$293K Buy
8,389
+75
+0.9% +$2.93K 0.08% 40
2022
Q2 		$333K Sell
8,314
-337
-4% -$14.1K 0.08% 42
2022
Q1 		$391K Hold
8,651
– – 0.1% 36
2021
Q4 		$423K Sell
8,651
-194
-2% -$9.76K 0.12% 37
2021
Q3 		$446K Hold
8,845
– – 0.15% 35
2021
Q2 		$488K Sell
8,845
-95
-1% -$5.16K 0.16% 34
2021
Q1 		$477K Buy
8,940
+95
+1% +$5.2K 0.18% 34
2020
Q4 		$457K Buy
8,845
+194
+2% +$9.33K 0.17% 32
2020
Q3 		$381K Hold
8,651
– – 0.16% 30
2020
Q2 		$346K Hold
8,651
– – 0.15% 32
2020
Q1 		$295K Hold
8,651
– – 0.14% 31
2019
Q4 		$388K Sell
8,651
-632
-7% -$27.1K 0.16% 32
2019
Q3 		$379K Buy
9,283
+489
+6% +$20.2K 0.16% 29
2019
Q2 		$377K Buy
8,794
+2,315
+36% +$98.3K 0.16% 28
2019
Q1 		$278K Hold
6,479
– – 0.13% 27
2018
Q4 		$253K Hold
6,479
– – 0.12% 27
2018
Q3 		$278K Hold
6,479
– – 0.13% 25
2018
Q2 		$281K Hold
6,479
– – 0.13% 25
2018
Q1 		$313K Hold
6,479
– – 0.15% 25
2017
Q4 		$305K Buy
+6,479
New +$300K 0.16% 26
2016
Q4 		– Sell
-4,044
Closed -$151K – 37
2016
Q3 		$151K Sell
4,044
-309
-7% -$11.3K 0.1% 29
2016
Q2 		$150K Hold
4,353
– – 0.11% 28
2016
Q1 		$149K Sell
4,353
-45
-1% -$1.39K 0.11% 28
2015
Q4 		$142K Sell
4,398
-434
-9% -$14.9K 0.11% 30
2015
Q3 		$158K Sell
4,832
-880
-15% -$31.1K 0.12% 29
2015
Q2 		$226K Sell
5,712
-173
-3% -$7.24K 0.19% 29
2015
Q1 		$236K Buy
5,885
+438
+8% +$17.4K 0.21% 32
2014
Q4 		$214K Sell
5,447
-240
-4% -$9.76K 0.22% 33
2014
Q3 		$236K Buy
+5,687
New +$251K 0.21% 29

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 $24.1B AUM 38.82% 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 $33.2B AUM 38.15% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Sensible Financial Planning & Management's EEM Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 8,248 shares — an estimated $378K sold.

Sensible Financial Planning & Management first reported a position in EEM in Q3 2014 and held it in 30 quarters. The position peaked at $488K in Q2 2021. 1,326 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 8,248 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $378K.
  • Sensible Financial Planning & Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2014 and held it in 30 quarters.
  • Sensible Financial Planning & Management's iShares MSCI Emerging Markets ETF position peaked at $488K in Q2 2021.
  • 1,326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.