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

Westwind Capital’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	-1,934	Closed	-$73K	–	39
2023 Q3	$73K	Buy	1,934 +22	+1%	+$871	0.02%	35
2023 Q2	$76K	Hold	1,912	–	–	0.02%	35
2023 Q1	$75.4K	Buy	1,912 +117	+7%	+$4.65K	0.02%	35
2022 Q4	$68K	Buy	+1,795	New	+$66.2K	0.02%	36

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

Westwind Capital's EEM Position: Q4 2023 in Review

Westwind Capital sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 1,934 shares — an estimated $73K sold.

Westwind Capital first reported a position in EEM in Q4 2022 and held it in 4 quarters. The position peaked at $76K in Q2 2023. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

Westwind Capital reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Westwind Capital sold 1,934 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $73K.
Westwind Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
Westwind Capital's iShares MSCI Emerging Markets ETF position peaked at $76K in Q2 2023.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on Westwind Capital's 13F filing for Q4 2023, filed 3 Jan 2024.