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

Wunderlich Capital Managemnt’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	$334K	Sell	7,853 -235	-3%	-$9.86K	0.15%	73
2024 Q1	$332K	Sell	8,088 -794	-9%	-$31.6K	0.15%	76
2023 Q4	$357K	Buy	8,882 +34	+0.4%	+$1.31K	0.16%	77
2023 Q3	$336K	Buy	8,848 +420	+5%	+$16.6K	0.17%	73
2023 Q2	$333K	Hold	8,428	–	–	0.16%	74
2023 Q1	$333K	Buy	8,428 +155	+2%	+$6.16K	0.17%	75
2022 Q4	$314K	Buy	+8,273	New	+$305K	0.17%	73
2019 Q3	–	Sell	-16,682	Closed	-$716K	–	85
2019 Q2	$716K	Sell	16,682 -685	-4%	-$29.1K	0.48%	73
2019 Q1	$745K	Sell	17,367 -633	-4%	-$26.6K	0.52%	72
2018 Q4	$703K	Buy	+18,000	New	+$721K	0.54%	73
2018 Q1	–	Sell	-26,374	Closed	-$1.24M	–	94
2017 Q4	$1.24M	Buy	+26,374	New	+$1.22M	0.86%	64

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

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

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

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

Wunderlich Capital Managemnt's EEM Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.9% in Q2 2024, selling an estimated $9.86K and leaving 7,853 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #73.

Wunderlich Capital Managemnt first reported a position in EEM in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2017. 1,270 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

Wunderlich Capital Managemnt held 7,853 shares of iShares MSCI Emerging Markets ETF worth $334K as of Q2 2024.
Wunderlich Capital Managemnt sold 235 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $9.86K.
iShares MSCI Emerging Markets ETF made up 0.15% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #73 holding.
Wunderlich Capital Managemnt first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 11 quarters since.
Wunderlich Capital Managemnt's iShares MSCI Emerging Markets ETF position peaked at $1.24M in Q4 2017.
1,270 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.