Abundance Wealth Counselors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Abundance Wealth Counselors’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
2023 Q1	–	Sell	-7,852	Closed	-$298K	–	149
2022 Q4	$298K	Sell	7,852 -2,565	-25%	-$94.6K	0.08%	116
2022 Q3	$363K	Buy	10,417 +435	+4%	+$17K	0.1%	100
2022 Q2	$400K	Sell	9,982 -670	-6%	-$28.1K	0.11%	101
2022 Q1	$481K	Sell	10,652 -340	-3%	-$16K	0.13%	89
2021 Q4	$537K	Buy	+10,992	New	+$553K	0.14%	77
2021 Q3	–	Sell	-13,890	Closed	-$766K	–	60
2021 Q2	$766K	Hold	13,890	–	–	0.2%	62
2021 Q1	$741K	Hold	13,890	–	–	0.18%	59
2020 Q4	$718K	Sell	13,890 -388	-3%	-$18.7K	0.18%	55
2020 Q3	$630K	Sell	14,278 -160	-1%	-$7.02K	0.18%	54
2020 Q2	$577K	Buy	+14,438	New	+$540K	0.18%	52

Other funds holding EEM

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abundance Wealth Counselors's EEM Position: Q1 2023 in Review

Abundance Wealth Counselors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 7,852 shares — an estimated $298K sold.

Abundance Wealth Counselors first reported a position in EEM in Q2 2020 and held it in 10 quarters. The position peaked at $766K in Q2 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Abundance Wealth Counselors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 7,852 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $298K.
Abundance Wealth Counselors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and held it in 10 quarters.
Abundance Wealth Counselors's iShares MSCI Emerging Markets ETF position peaked at $766K in Q2 2021.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Abundance Wealth Counselors's 13F filing for Q1 2023, filed 2 May 2023.