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Slocum, Gordon & Co’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Slocum, Gordon & Co’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
-429
Closed -$16.3K – 140
2023
Q3 		$16.3K Hold
429
– – 0.01% 112
2023
Q2 		$17K Buy
+429
New +$16.9K 0.01% 106

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

Slocum, Gordon & Co's EEM Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 429 shares — an estimated $16.3K sold.

Slocum, Gordon & Co first reported a position in EEM in Q2 2023 and held it in 2 quarters. The position peaked at $17K in Q2 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

  • Slocum, Gordon & Co reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 429 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $16.3K.
  • Slocum, Gordon & Co first reported a position in iShares MSCI Emerging Markets ETF in Q2 2023 and held it in 2 quarters.
  • Slocum, Gordon & Co's iShares MSCI Emerging Markets ETF position peaked at $17K in Q2 2023.
  • 1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.