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iShares MSCI Emerging Markets Indx shares owned by Circle Wealth Management

Quarter-by-quarter ownership of iShares MSCI Emerging Markets Indx (EEM) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in iShares MSCI Emerging Markets Indx

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI Emerging Markets Indx held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI Emerging Markets Indx by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 4.2k 54.71
2021-03-31 $489k 9.2k 53.30
2019-09-30 $688k 17k 40.85
2019-06-30 $719k 17k 42.93
2019-03-31 $714k 17k 42.94
2018-12-31 $702k 18k 39.03
2018-09-30 $2.1M 50k 42.92
2018-06-30 $1.5M 34k 43.34

More positions owned by Circle Wealth Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Circle Wealth Management

Top funds holding iShares MSCI Emerging Markets Indx

UBS Group
Susquehanna International
Millennium Management
Citadel Advisors
Goldman Sachs Group
Jane Street
Wells Fargo & Company
Squarepoint Ops
Brevan Howard Capital Management
LMR Partners
Allianz Asset Management
BlackRock
Hsbc Holdings
Old Mission Capital
Jain Global

View all funds holding iShares MSCI Emerging Markets Indx