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

Atlas Private 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
2021 Q4	–	Sell	-2,151	Closed	-$108K	–	310
2021 Q3	$108K	Sell	2,151 -186	-8%	-$9.68K	0.06%	167
2021 Q2	$129K	Buy	2,337 +476	+26%	+$25.9K	0.07%	143
2021 Q1	$99K	Sell	1,861 -417	-18%	-$22.8K	0.06%	162
2020 Q4	$118K	Sell	2,278 -298	-12%	-$14.3K	0.08%	134
2020 Q3	$114K	Sell	2,576 -4,252	-62%	-$187K	0.1%	131
2020 Q2	$273K	Buy	+6,828	New	+$256K	0.24%	87

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atlas Private Wealth Advisors's EEM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 2,151 shares — an estimated $108K sold.

Atlas Private Wealth Advisors first reported a position in EEM in Q2 2020 and held it in 6 quarters. The position peaked at $273K in Q2 2020. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,151 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $108K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $273K in Q2 2020.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.