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Wetzel Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-1,206
Closed -$49.5K – 337
2024
Q2 		$49.5K Hold
1,206
– – 0.03% 241
2024
Q1 		$48.1K Hold
1,206
– – 0.03% 256
2023
Q4 		$48K Buy
+1,206
New +$46.6K 0.03% 249

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wetzel Investment Advisors's EEM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 1,206 shares — an estimated $49.5K sold.

Wetzel Investment Advisors first reported a position in EEM in Q4 2023 and held it in 3 quarters. The position peaked at $49.5K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,206 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $49.5K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $49.5K in Q2 2024.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.