Strait & Sound Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strait & Sound 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	-10,250	Closed	-$425K	–	148
2024 Q1	$425K	Hold	10,250	–	–	0.24%	69
2023 Q4	$386K	Sell	10,250 -10,250	-50%	-$396K	0.24%	76
2023 Q3	$778K	Sell	20,500 -300	-1%	-$11.9K	0.67%	34
2023 Q2	$823K	Sell	20,800 -200	-1%	-$7.87K	0.82%	30
2023 Q1	$829K	Buy	21,000 +3,000	+17%	+$119K	0.82%	32
2022 Q4	$739K	Buy	+18,000	New	+$664K	0.81%	30

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 $33.2B AUM 38.15% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Strait & Sound Wealth Management's EEM Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 10,250 shares — an estimated $425K sold.

Strait & Sound Wealth Management first reported a position in EEM in Q4 2022 and held it in 6 quarters. The position peaked at $829K in Q1 2023. 1,270 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

Strait & Sound Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 10,250 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $425K.
Strait & Sound Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 6 quarters.
Strait & Sound Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $829K in Q1 2023.
1,270 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.