Artemis Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Artemis Wealth Advisors’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 Q3	–	Sell	-4,300	Closed	-$185K	–	30
2019 Q2	$185K	Hold	4,300	–	–	0.09%	11
2019 Q1	$185K	Hold	4,300	–	–	0.1%	10
2018 Q4	$168K	Hold	4,300	–	–	0.08%	22
2018 Q3	$185K	Hold	4,300	–	–	0.1%	10
2018 Q2	$186K	Hold	4,300	–	–	0.14%	10
2018 Q1	$208K	Hold	4,300	–	–	0.16%	13
2017 Q4	$203K	Buy	+4,300	New	+$199K	0.17%	12

Other funds holding EEM

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

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

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

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

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

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

SLAM

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Artemis Wealth Advisors's EEM Position: Q3 2019 in Review

Artemis Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 4,300 shares — an estimated $185K sold.

Artemis Wealth Advisors first reported a position in EEM in Q4 2017 and held it in 7 quarters. The position peaked at $208K in Q1 2018. 1,154 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Artemis Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Artemis Wealth Advisors sold 4,300 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $185K.
Artemis Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 7 quarters.
Artemis Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $208K in Q1 2018.
1,154 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Artemis Wealth Advisors's 13F filing for Q3 2019, filed 14 Feb 2023.