Aevitas Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-376	Closed	-$16K	–	168
2019 Q1	$16K	Hold	376	–	–	0.01%	274
2018 Q4	$15K	Buy	376 +5	+1%	+$200	0.02%	272
2018 Q3	$16K	Hold	371	–	–	0.01%	306
2018 Q2	$16K	Buy	371 +3	+0.8%	+$139	0.02%	293
2018 Q1	$18K	Hold	368	–	–	0.02%	262
2017 Q4	$17K	Buy	+368	New	+$17K	0.02%	273

Other funds holding EEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aevitas Wealth Management's EEM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2019, closing a stake of 376 shares — an estimated $16K sold.

Aevitas Wealth Management first reported a position in EEM in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2018. 1,201 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 376 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $16K.
Aevitas Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $18K in Q1 2018.
1,201 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.