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

VitalStone Financial’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	$7.11K	Hold	155	–	–	﹤0.01%	299
2024 Q2	$6.6K	Hold	155	–	–	﹤0.01%	305
2024 Q1	$6K	Hold	155	–	–	﹤0.01%	323
2023 Q4	$6K	Hold	155	–	–	﹤0.01%	324
2023 Q3	$6K	Buy	+155	New	+$6.14K	0.01%	287
2023 Q2	–	Sell	-2,437	Closed	-$120K	–	937
2023 Q1	$120K	Buy	2,437 +2,220	+1,023%	+$88.3K	0.1%	80
2022 Q4	$8K	Buy	+217	New	+$8.01K	0.01%	370

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VitalStone Financial's EEM Position: Q3 2024 in Review

VitalStone Financial held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2024 at 155 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

VitalStone Financial first reported a position in EEM in Q4 2022 and has held it in 7 quarters since. The position peaked at $120K in Q1 2023. 1,283 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

VitalStone Financial held 155 shares of iShares MSCI Emerging Markets ETF worth $7.11K as of Q3 2024.
VitalStone Financial left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2024.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #299 holding.
VitalStone Financial first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's iShares MSCI Emerging Markets ETF position peaked at $120K in Q1 2023.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.