Traverso Chambers Private Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Traverso Chambers Private 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
2023 Q4	$622K	Hold	15,477	–	–	0.15%	66
2023 Q3	$587K	Hold	15,477	–	–	0.16%	65
2023 Q2	$612K	Hold	15,477	–	–	0.16%	63
2023 Q1	$611K	Hold	15,477	–	–	0.17%	64
2022 Q4	$587K	Hold	15,477	–	–	0.17%	62
2022 Q3	$540K	Hold	15,477	–	–	0.17%	67
2022 Q2	$621K	Hold	15,477	–	–	0.21%	59
2022 Q1	$699K	Hold	15,477	–	–	0.21%	58
2021 Q4	$756K	Hold	15,477	–	–	0.22%	55
2021 Q3	$780K	Hold	15,477	–	–	0.24%	53
2021 Q2	$854K	Hold	15,477	–	–	0.27%	50
2021 Q1	$826K	Hold	15,477	–	–	0.28%	49
2020 Q4	$800K	Hold	15,477	–	–	0.29%	42
2020 Q3	$682K	Hold	15,477	–	–	0.26%	46
2020 Q2	$619K	Hold	15,477	–	–	0.26%	50
2020 Q1	$528K	Hold	15,477	–	–	0.25%	53
2019 Q4	$694K	Hold	15,477	–	–	0.29%	46
2019 Q3	$633K	Hold	15,477	–	–	0.3%	47
2019 Q2	$670K	Hold	15,477	–	–	0.33%	43
2019 Q1	$664K	Hold	15,477	–	–	0.33%	43
2018 Q4	$605K	Buy	+15,477	New	+$620K	0.33%	45

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

Traverso Chambers Private Wealth Management's EEM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2023 at 15,477 shares worth $622K. The position accounts for 0.15% of the portfolio, ranked #66.

Traverso Chambers Private Wealth Management first reported a position in EEM in Q4 2018 and has held it in 21 quarters since. The position peaked at $854K in Q2 2021. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Traverso Chambers Private Wealth Management held 15,477 shares of iShares MSCI Emerging Markets ETF worth $622K as of Q4 2023.
Traverso Chambers Private Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2023.
iShares MSCI Emerging Markets ETF made up 0.15% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #66 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $854K in Q2 2021.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.