AWS
EEM icon

Aris Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Aris Wealth Services’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
2015
Q3 		$57K Sell
1,731
-100
-5% -$3.53K 0.12% 79
2015
Q2 		$73K Buy
1,831
+100
+6% +$4.18K 0.07% 169
2015
Q1 		$69K Buy
+1,731
New +$68.9K 0.06% 177

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aris Wealth Services's EEM Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.5% in Q3 2015, selling an estimated $3.53K and leaving 1,731 shares worth $57K. The position accounts for 0.12% of the portfolio, ranked #79.

Aris Wealth Services first reported a position in EEM in Q1 2015 and has held it in 3 quarters since. The position peaked at $73K in Q2 2015. 799 funds tracked by Wall St. Rank hold EEM as of Q3 2015.

  • Aris Wealth Services held 1,731 shares of iShares MSCI Emerging Markets ETF worth $57K as of Q3 2015.
  • Aris Wealth Services sold 100 iShares MSCI Emerging Markets ETF shares in Q3 2015, an estimated $3.53K.
  • iShares MSCI Emerging Markets ETF made up 0.12% of Aris Wealth Services's portfolio in Q3 2015, its #79 holding.
  • Aris Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $73K in Q2 2015.
  • 799 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.