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

Altium 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
2022 Q2	–	Sell	-7,127	Closed	-$322K	–	381
2022 Q1	$322K	Sell	7,127 -62	-0.9%	-$2.93K	0.02%	314
2021 Q4	$351K	Sell	7,189 -213	-3%	-$10.7K	0.02%	307
2021 Q3	$373K	Buy	7,402 +6	+0.1%	+$312	0.03%	283
2021 Q2	$408K	Buy	7,396 +8	+0.1%	+$435	0.03%	259
2021 Q1	$394K	Buy	7,388 +250	+4%	+$13.7K	0.03%	260
2020 Q4	$369K	Buy	+7,138	New	+$343K	0.03%	250
2020 Q2	–	Sell	-6,951	Closed	-$237K	–	331
2020 Q1	$237K	Sell	6,951 -2,660	-28%	-$109K	0.03%	263
2019 Q4	$431K	Sell	9,611 -51	-0.5%	-$2.19K	0.05%	181
2019 Q3	$395K	Sell	9,662 -1,001	-9%	-$41.3K	0.05%	186
2019 Q2	$458K	Sell	10,663 -4,499	-30%	-$191K	0.07%	172
2019 Q1	$651K	Sell	15,162 -2,091	-12%	-$88K	0.1%	133
2018 Q4	$674K	Sell	17,253 -700	-4%	-$28K	0.13%	114
2018 Q3	$771K	Sell	17,953 -7,351	-29%	-$317K	0.15%	109
2018 Q2	$1.1M	Buy	25,304 +5,190	+26%	+$240K	0.29%	63
2018 Q1	$971K	Buy	20,114 +873	+5%	+$42.8K	0.38%	46
2017 Q4	$906K	Buy	+19,241	New	+$890K	0.41%	47

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Altium Wealth Management's EEM Position: Q2 2022 in Review

Altium Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 7,127 shares — an estimated $322K sold.

Altium Wealth Management first reported a position in EEM in Q4 2017 and held it in 16 quarters. The position peaked at $1.1M in Q2 2018. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

Altium Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 7,127 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $322K.
Altium Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 16 quarters.
Altium Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.1M in Q2 2018.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.