SFC
EEM icon

Strategic Financial Concepts’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strategic Financial Concepts’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
-46,802
Closed -$18.2K – 357
2024
Q2 		$18.2K Buy
+46,802
New +$1.96M 0.01% 347

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Strategic Financial Concepts's EEM Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 46,802 shares — an estimated $18.2K sold.

Strategic Financial Concepts first reported a position in EEM in Q2 2024 and held it in 1 quarter. The position peaked at $18.2K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 46,802 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $18.2K.
  • Strategic Financial Concepts first reported a position in iShares MSCI Emerging Markets ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares MSCI Emerging Markets ETF position peaked at $18.2K in Q2 2024.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.