Stephens Consulting’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-181	Closed	-$7.71K	–	557
2024 Q2	$7.71K	Hold	181	–	–	﹤0.01%	368
2024 Q1	$7.44K	Sell	181 -25	-12%	-$995	﹤0.01%	336
2023 Q4	$8.28K	Hold	206	–	–	﹤0.01%	330
2023 Q3	$7.82K	Hold	206	–	–	﹤0.01%	335
2023 Q2	$8.15K	Hold	206	–	–	﹤0.01%	331
2023 Q1	$8.13K	Hold	206	–	–	﹤0.01%	345
2022 Q4	$7.81K	Sell	206 -297	-59%	-$11K	0.01%	329
2022 Q3	$17.5K	Buy	503 +189	+60%	+$7.38K	0.02%	264
2022 Q2	$12.6K	Hold	314	–	–	0.01%	296
2022 Q1	$14.2K	Sell	314 -22	-7%	-$1.04K	0.01%	310
2021 Q4	$16.4K	Buy	+336	New	+$16.9K	0.01%	333

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Stephens Consulting's EEM Position: Q3 2024 in Review

Stephens Consulting sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 181 shares — an estimated $7.71K sold.

Stephens Consulting first reported a position in EEM in Q4 2021 and held it in 11 quarters. The position peaked at $17.5K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

Stephens Consulting reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Stephens Consulting sold 181 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $7.71K.
Stephens Consulting first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 11 quarters.
Stephens Consulting's iShares MSCI Emerging Markets ETF position peaked at $17.5K in Q3 2022.
1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Stephens Consulting's 13F filing for Q3 2024, filed 18 Oct 2024.