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Arkadios Wealth Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Arkadios Wealth Advisors’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
-45
Closed -$3K – 896
2021
Q3 		$3K Sell
45
-247
-85% -$21.5K ﹤0.01% 1701
2021
Q2 		$27K Hold
292
– – ﹤0.01% 1158
2021
Q1 		$26K Buy
292
+13
+5% +$1.22K ﹤0.01% 893
2020
Q4 		$24K Buy
+279
New +$22.8K 0.01% 702

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

Arkadios Wealth Advisors's EEMA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2021, closing a stake of 45 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in EEMA in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 117 funds tracked by Wall St. Rank hold EEMA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 45 iShares MSCI Emerging Markets Asia ETF shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's iShares MSCI Emerging Markets Asia ETF position peaked at $27K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.