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Sugarloaf Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sugarloaf 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
Q4 		$35.4K Buy
847
+14
+2% +$620 0.01% 336
2024
Q3 		$38.2K Sell
833
-538
-39% -$23.2K 0.01% 339
2024
Q2 		$58.4K Buy
1,371
+9
+0.7% +$378 0.01% 280
2024
Q1 		$55.9K Sell
1,362
-330
-20% -$13.1K 0.01% 280
2023
Q4 		$68K Buy
1,692
+25
+1% +$965 0.02% 253
2023
Q3 		$63.3K Buy
1,667
+30
+2% +$1.19K 0.02% 260
2023
Q2 		$64.8K Buy
1,637
+11
+0.7% +$433 0.02% 257
2023
Q1 		$64.2K Sell
1,626
-1
-0.1% -$40 0.02% 253
2022
Q4 		$61.7K Buy
1,627
+19
+1% +$701 0.02% 254
2022
Q3 		$57K Sell
1,608
-574
-26% -$22.4K 0.01% 267
2022
Q2 		$87K Buy
2,182
+14
+0.6% +$587 0.02% 208
2022
Q1 		$98K Buy
2,168
+1
+0% +$47 0.02% 191
2021
Q4 		$106K Sell
2,167
-134
-6% -$6.74K 0.03% 193
2021
Q3 		$116K Hold
2,301
– – 0.03% 175
2021
Q2 		$127K Buy
2,301
+2,141
+1,338% +$116K 0.03% 161
2021
Q1 		$145 Sell
160
-2,557
-94% -$140K 0.04% 146
2020
Q4 		$140K Buy
2,717
+21
+0.8% +$1.01K 0.05% 143
2020
Q3 		$119K Sell
2,696
-778
-22% -$34.1K 0.04% 144
2020
Q2 		$139K Sell
3,474
-1,239
-26% -$46.4K 0.05% 136
2020
Q1 		$161K Buy
4,713
+625
+15% +$25.6K 0.07% 115
2019
Q4 		$183K Buy
+4,088
New +$175K 0.08% 121

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Sugarloaf Wealth Management's EEM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q4 2024, buying an estimated $620 and bringing the position to 847 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #336.

Sugarloaf Wealth Management first reported a position in EEM in Q4 2019 and has held it in 21 quarters since. The position peaked at $183K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Sugarloaf Wealth Management held 847 shares of iShares MSCI Emerging Markets ETF worth $35.4K as of Q4 2024.
  • Sugarloaf Wealth Management bought 14 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $620.
  • iShares MSCI Emerging Markets ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #336 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $183K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.