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Altus Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Altus Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-102,085
Closed -$8.62M – 37
2021
Q3 		$8.62M Buy
102,085
+4,031
+4% +$351K 5.46% 7
2021
Q2 		$9.07M Buy
98,054
+6,274
+7% +$573K 5.84% 7
2021
Q1 		$8.33M Buy
+91,780
New +$8.59M 5.91% 7

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Altus Wealth Management's EEMA Position: Q4 2021 in Review

Altus Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2021, closing a stake of 102,085 shares — an estimated $8.62M sold.

Altus Wealth Management first reported a position in EEMA in Q1 2021 and held it in 3 quarters. The position peaked at $9.07M in Q2 2021. 117 funds tracked by Wall St. Rank hold EEMA as of Q4 2021.

  • Altus Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2021 after selling out during the quarter.
  • Altus Wealth Management sold 102,085 iShares MSCI Emerging Markets Asia ETF shares in Q4 2021, an estimated $8.62M.
  • Altus Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2021 and held it in 3 quarters.
  • Altus Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $9.07M in Q2 2021.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2021.

Based on Altus Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.