Washburn Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Washburn Capital 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	–	Sell	-6,040	Closed	-$229K	–	45
2023 Q3	$229K	Sell	6,040 -4,935	-45%	-$195K	0.19%	42
2023 Q2	$434K	Sell	10,975 -9,845	-47%	-$387K	0.36%	37
2023 Q1	$822K	Buy	+20,820	New	+$828K	0.71%	23

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

Washburn Capital Management's EEM Position: Q4 2023 in Review

Washburn Capital Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 6,040 shares — an estimated $229K sold.

Washburn Capital Management first reported a position in EEM in Q1 2023 and held it in 3 quarters. The position peaked at $822K in Q1 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Washburn Capital Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Washburn Capital Management sold 6,040 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $229K.
Washburn Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2023 and held it in 3 quarters.
Washburn Capital Management's iShares MSCI Emerging Markets ETF position peaked at $822K in Q1 2023.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Washburn Capital Management's 13F filing for Q4 2023, filed 23 Jan 2024.