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Wintrust Investments’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-982
Closed -$45K – 447
2024
Q3 		$45K Sell
982
-7,216
-88% -$311K 0.03% 329
2024
Q2 		$349K Buy
8,198
+10
+0.1% +$419 0.03% 344
2024
Q1 		$336K Buy
8,188
+499
+6% +$19.9K 0.03% 350
2023
Q4 		$309K Sell
7,689
-1,622
-17% -$62.6K 0.03% 345
2023
Q3 		$353K Sell
9,311
-48,903
-84% -$1.94M 0.04% 308
2023
Q2 		$2.43M Buy
58,214
+47,620
+449% +$1.87M 0.24% 87
2023
Q1 		$418K Buy
10,594
+2,114
+25% +$84.1K 0.05% 230
2022
Q4 		$321K Sell
8,480
-2,779
-25% -$103K 0.04% 282
2022
Q3 		$393K Sell
11,259
-1,675
-13% -$65.4K 0.05% 257
2022
Q2 		$519K Sell
12,934
-62,436
-83% -$2.62M 0.06% 224
2022
Q1 		$3.66M Buy
75,370
+69,282
+1,138% +$3.27M 0.35% 49
2021
Q4 		$297K Sell
6,088
-370
-6% -$18.6K 0.03% 338
2021
Q3 		$325K Sell
6,458
-1,035
-14% -$53.9K 0.04% 214
2021
Q2 		$413K Buy
7,493
+102
+1% +$5.54K 0.04% 283
2021
Q1 		$394K Buy
+7,391
New +$405K 0.04% 289
2020
Q4 		– Sell
-7,238
Closed -$319K – 226
2020
Q3 		$319K Sell
7,238
-1,230
-15% -$54K 0.04% 262
2020
Q2 		$339K Buy
8,468
+2,540
+43% +$95.1K 0.05% 257
2020
Q1 		$202K Buy
5,928
+292
+5% +$12K 0.03% 301
2019
Q4 		$253K Buy
+5,636
New +$242K 0.04% 303
2018
Q1 		– Sell
-7,773
Closed -$366K – 271
2017
Q4 		$366K Buy
7,773
+708
+10% +$32.8K 0.09% 203
2017
Q3 		$317K Buy
7,065
+400
+6% +$17.6K 0.08% 217
2017
Q2 		$276K Hold
6,665
– – 0.07% 240
2017
Q1 		$263K Buy
+6,665
New +$253K 0.07% 245

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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

Wintrust Investments's EEM Position: Q4 2024 in Review

Wintrust Investments sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2024, closing a stake of 982 shares — an estimated $45K sold.

Wintrust Investments first reported a position in EEM in Q1 2017 and held it in 23 quarters. The position peaked at $3.66M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

  • Wintrust Investments reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 982 iShares MSCI Emerging Markets ETF shares in Q4 2024, an estimated $45K.
  • Wintrust Investments first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 23 quarters.
  • Wintrust Investments's iShares MSCI Emerging Markets ETF position peaked at $3.66M in Q1 2022.
  • 1,328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.