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Strategic Wealth Partners Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$911K Sell
22,185
-2,552
-10% -$102K 0.1% 49
2023
Q4 		$995K Buy
24,737
+48
+0.2% +$1.85K 0.13% 44
2023
Q3 		$937K Sell
24,689
-583
-2% -$23.1K 0.14% 38
2023
Q2 		$999K Buy
25,272
+1,477
+6% +$58.1K 0.14% 38
2023
Q1 		$917K Buy
23,795
+2,005
+9% +$79.7K 0.15% 36
2022
Q4 		$825K Buy
21,790
+210
+1% +$7.75K 0.18% 29
2022
Q3 		$753K Buy
21,580
+1,506
+8% +$58.8K 0.18% 29
2022
Q2 		$805K Sell
20,074
-1,588
-7% -$66.6K 0.18% 29
2022
Q1 		$978K Sell
21,662
-2,832
-12% -$134K 0.19% 28
2021
Q4 		$1.2M Sell
24,494
-4,645
-16% -$234K 0.21% 30
2021
Q3 		$1.47M Buy
+29,139
New +$1.52M 0.28% 27
2021
Q1 		$1.54M Buy
28,936
+9,510
+49% +$521K 0.31% 26
2020
Q4 		$1M Sell
19,426
-4,558
-19% -$219K 0.21% 28
2020
Q3 		$1.06M Sell
23,984
-66
-0.3% -$2.9K 0.26% 24
2020
Q2 		$962K Sell
24,050
-524
-2% -$19.6K 0.24% 26
2020
Q1 		$839K Sell
24,574
-5,848
-19% -$240K 0.24% 29
2019
Q4 		$1.36M Sell
30,422
-3,453
-10% -$148K 0.32% 25
2019
Q3 		$1.38M Sell
33,875
-3,004
-8% -$124K 0.38% 21
2019
Q2 		$1.58M Buy
36,879
+7,106
+24% +$302K 0.47% 19
2019
Q1 		$1.28M Buy
29,773
+1,056
+4% +$44.4K 0.42% 18
2018
Q4 		$1.12M Sell
28,717
-2,529
-8% -$101K 0.43% 16
2018
Q3 		$1.34K Buy
31,246
+4,964
+19% +$214K 0.03% 23
2018
Q2 		$1.14K Sell
26,282
-86
-0.3% -$3.98K 0.02% 43
2018
Q1 		$1.27K Buy
26,368
+2,194
+9% +$108K 0.1% 39
2017
Q4 		$1.14M Sell
24,174
-2,138
-8% -$98.9K 0.51% 16
2017
Q3 		$1.18M Buy
26,312
+4,033
+18% +$178K 0.53% 16
2017
Q2 		$922K Buy
22,279
+380
+2% +$15.5K 0.45% 16
2017
Q1 		$863K Sell
21,899
-661
-3% -$25.1K 0.44% 16
2016
Q4 		$790K Buy
22,560
+4,741
+27% +$171K 0.37% 18
2016
Q3 		$667K Buy
17,819
+133
+0.8% +$4.86K 0.35% 15
2016
Q2 		$607K Buy
+17,686
New +$594K 0.35% 15

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 Wealth Partners Group's EEM Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 10% in Q1 2024, selling an estimated $102K and leaving 22,185 shares worth $911K. The position accounts for 0.1% of the portfolio, ranked #49.

Strategic Wealth Partners Group first reported a position in EEM in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.58M in Q2 2019. 1,277 funds tracked by Wall St. Rank hold EEM as of Q1 2024.

  • Strategic Wealth Partners Group held 22,185 shares of iShares MSCI Emerging Markets ETF worth $911K as of Q1 2024.
  • Strategic Wealth Partners Group sold 2,552 iShares MSCI Emerging Markets ETF shares in Q1 2024, an estimated $102K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #49 holding.
  • Strategic Wealth Partners Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and has held it in 31 quarters since.
  • Strategic Wealth Partners Group's iShares MSCI Emerging Markets ETF position peaked at $1.58M in Q2 2019.
  • 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.