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Whitaker-Myers Wealth Managers’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Whitaker-Myers Wealth Managers’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
Q2 		– Sell
-24,710
Closed -$1.02M – 100
2024
Q1 		$1.02M Buy
24,710
+7,512
+44% +$299K 0.43% 40
2023
Q4 		$692K Buy
+17,198
New +$664K 0.34% 49

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's EEM Position: Q2 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 24,710 shares — an estimated $1.02M sold.

Whitaker-Myers Wealth Managers first reported a position in EEM in Q4 2023 and held it in 2 quarters. The position peaked at $1.02M in Q1 2024. 1,272 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

  • Whitaker-Myers Wealth Managers reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 24,710 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.02M.
  • Whitaker-Myers Wealth Managers first reported a position in iShares MSCI Emerging Markets ETF in Q4 2023 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's iShares MSCI Emerging Markets ETF position peaked at $1.02M in Q1 2024.
  • 1,272 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2024, filed 26 Jul 2024.