True Link Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

True Link Financial Advisors’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	–	Sell	-4,692	Closed	-$215K	–	75
2024 Q3	$215K	Buy	+4,692	New	+$202K	0.02%	63
2024 Q2	–	Sell	-5,642	Closed	-$232K	–	66
2024 Q1	$232K	Sell	5,642 -89	-2%	-$3.54K	0.02%	63
2023 Q4	$230K	Sell	5,731 -32,702	-85%	-$1.26M	0.02%	58
2023 Q3	$1.46M	Hold	38,433	–	–	0.18%	37
2023 Q2	$1.52M	Sell	38,433 -168	-0.4%	-$6.61K	0.18%	36
2023 Q1	$1.52M	Hold	38,601	–	–	0.19%	40
2022 Q4	$1.46M	Sell	38,601 -6,007	-13%	-$222K	0.2%	38
2022 Q3	$1.56M	Buy	44,608 +35,360	+382%	+$1.38M	0.23%	35
2022 Q2	$371K	Sell	9,248 -11	-0.1%	-$461	0.06%	97
2022 Q1	$418K	Sell	9,259 -100	-1%	-$4.72K	0.06%	90
2021 Q4	$457K	Buy	9,359 +335	+4%	+$16.9K	0.06%	107
2021 Q3	$455K	Hold	9,024	–	–	0.06%	96
2021 Q2	$498K	Hold	9,024	–	–	0.07%	80
2021 Q1	$481K	Hold	9,024	–	–	0.07%	106
2020 Q4	$466K	Buy	+9,024	New	+$434K	0.07%	105

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

True Link Financial Advisors's EEM Position: Q4 2024 in Review

True Link Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 4,692 shares — an estimated $215K sold.

True Link Financial Advisors first reported a position in EEM in Q4 2020 and held it in 15 quarters. The position peaked at $1.56M in Q3 2022. 1,325 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

True Link Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
True Link Financial Advisors sold 4,692 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $215K.
True Link Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 15 quarters.
True Link Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.56M in Q3 2022.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.