Atlas Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Atlas Capital 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
2021 Q2	–	Sell	-565	Closed	-$30.1K	–	949
2021 Q1	$30.1K	Hold	565	–	–	0.01%	545
2020 Q4	$29.2K	Buy	+565	New	+$27.2K	0.01%	513
2020 Q3	–	Sell	-3,365	Closed	-$135K	–	384
2020 Q2	$135K	Sell	3,365 -300	-8%	-$11.2K	0.03%	359
2020 Q1	$125K	Sell	3,665 -917	-20%	-$37.6K	0.04%	339
2019 Q4	$206K	Hold	4,582	–	–	0.05%	313
2019 Q3	$187K	Buy	4,582 +2,100	+85%	+$86.7K	0.06%	328
2019 Q2	$107K	Buy	2,482 +2,100	+550%	+$89.2K	0.04%	392
2019 Q1	$16.4K	Hold	382	–	–	0.01%	497
2018 Q4	$14.9K	Hold	382	–	–	0.01%	479
2018 Q3	$16.1K	Sell	382 -1,958	-84%	-$84.5K	0.01%	481
2018 Q2	$103K	Hold	2,340	–	–	0.04%	332
2018 Q1	$113K	Buy	+2,340	New	+$115K	0.03%	330

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

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

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

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

SLAM

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlas Capital Advisors's EEM Position: Q2 2021 in Review

Atlas Capital Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 565 shares — an estimated $30.1K sold.

Atlas Capital Advisors first reported a position in EEM in Q1 2018 and held it in 12 quarters. The position peaked at $206K in Q4 2019. 1,333 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

Atlas Capital Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Atlas Capital Advisors sold 565 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $30.1K.
Atlas Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 12 quarters.
Atlas Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $206K in Q4 2019.
1,333 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Atlas Capital Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.