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

Soundmark 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
2024 Q2	–	Sell	-10,707	Closed	-$440K	–	26
2024 Q1	$440K	Sell	10,707 -807	-7%	-$32.1K	0.2%	50
2023 Q4	$463K	Buy	11,514 +853	+8%	+$32.9K	0.23%	48
2023 Q3	$405K	Hold	10,661	–	–	0.22%	48
2023 Q2	$422K	Sell	10,661 -66	-0.6%	-$2.6K	0.24%	48
2023 Q1	$423K	Sell	10,727 -86	-0.8%	-$3.42K	0.25%	46
2022 Q4	$410K	Sell	10,813 -4,518	-29%	-$167K	0.26%	45
2022 Q3	$535K	Hold	15,331	–	–	0.38%	43
2022 Q2	$615K	Buy	15,331 +39	+0.3%	+$1.64K	0.44%	35
2022 Q1	$691K	Sell	15,292 -23	-0.2%	-$1.08K	0.48%	35
2021 Q4	$748K	Sell	15,315 -1,634	-10%	-$82.2K	0.51%	36
2021 Q3	$854K	Sell	16,949 -172	-1%	-$8.95K	0.31%	39
2021 Q2	$950K	Sell	17,121 -174	-1%	-$9.45K	0.39%	31
2021 Q1	$922K	Hold	17,295	–	–	0.51%	32
2020 Q4	$894K	Buy	+17,295	New	+$832K	0.57%	27

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

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

Goldman Sachs New York $871B AUM 31.28% 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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Soundmark Wealth Management's EEM Position: Q2 2024 in Review

Soundmark Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 10,707 shares — an estimated $440K sold.

Soundmark Wealth Management first reported a position in EEM in Q4 2020 and held it in 14 quarters. The position peaked at $950K in Q2 2021. 1,269 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

Soundmark Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 10,707 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $440K.
Soundmark Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $950K in Q2 2021.
1,269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.