WR Wealth Planners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

WR Wealth Planners’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	$53.4K	Hold	1,278	–	–	0.02%	313
2024 Q3	$58.6K	Sell	1,278 -461	-27%	-$19.9K	0.02%	323
2024 Q2	$74.1K	Sell	1,739 -342	-16%	-$14.3K	0.02%	281
2024 Q1	$85.5K	Buy	+2,081	New	+$82.8K	0.03%	274
2023 Q4	–	Sell	-9,033	Closed	-$343K	–	371
2023 Q3	$343K	Buy	9,033 +431	+5%	+$17.1K	0.13%	126
2023 Q2	$340K	Buy	8,602 +7,197	+512%	+$283K	0.13%	122
2023 Q1	$55.4K	Buy	+1,405	New	+$55.9K	0.02%	307
2022 Q3	–	Sell	-58	Closed	-$2.33K	–	532
2022 Q2	$2.33K	Buy	+58	New	+$2.43K	﹤0.01%	408

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

WR Wealth Planners's EEM Position: Q4 2024 in Review

WR Wealth Planners held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q4 2024 at 1,278 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #313.

WR Wealth Planners first reported a position in EEM in Q2 2022 and has held it in 8 quarters since. The position peaked at $343K in Q3 2023. 1,326 funds tracked by Wall St. Rank hold EEM as of Q4 2024.

WR Wealth Planners held 1,278 shares of iShares MSCI Emerging Markets ETF worth $53.4K as of Q4 2024.
WR Wealth Planners left its iShares MSCI Emerging Markets ETF share count unchanged in Q4 2024.
iShares MSCI Emerging Markets ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #313 holding.
WR Wealth Planners first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 8 quarters since.
WR Wealth Planners's iShares MSCI Emerging Markets ETF position peaked at $343K in Q3 2023.
1,326 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.