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

Sheets Smith 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
2023
Q4 		– Sell
-1,292
Closed -$49K – 377
2023
Q3 		$49K Buy
+1,292
New +$51.2K 0.01% 388

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Sheets Smith Wealth Management's EEM Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 1,292 shares — an estimated $49K sold.

Sheets Smith Wealth Management first reported a position in EEM in Q3 2023 and held it in 1 quarter. The position peaked at $49K in Q3 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,292 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $49K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $49K in Q3 2023.
  • 1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.