Stokes Family Office’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Stokes Family Office’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	-10,185	Closed	-$387K	–	248
2023 Q3	$387K	Sell	10,185 -1,720	-14%	-$68.1K	0.05%	208
2023 Q2	$471K	Sell	11,905 -549	-4%	-$21.6K	0.05%	184
2023 Q1	$491K	Sell	12,454 -5,670	-31%	-$225K	0.06%	172
2022 Q4	$687K	Sell	18,124 -264	-1%	-$9.74K	0.09%	134
2022 Q3	$641K	Buy	+18,388	New	+$718K	0.09%	136

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Stokes Family Office's EEM Position: Q4 2023 in Review

Stokes Family Office sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 10,185 shares — an estimated $387K sold.

Stokes Family Office first reported a position in EEM in Q3 2022 and held it in 5 quarters. The position peaked at $687K in Q4 2022. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Stokes Family Office reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 10,185 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $387K.
Stokes Family Office first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and held it in 5 quarters.
Stokes Family Office's iShares MSCI Emerging Markets ETF position peaked at $687K in Q4 2022.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.