Avondale Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Avondale Wealth Management’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
2023 Q2	–	Sell	-500	Closed	-$19.7K	–	127
2023 Q1	$19.7K	Hold	500	–	–	0.02%	108
2022 Q4	$18.9K	Sell	500 -1,750	-78%	-$64.6K	0.02%	102
2022 Q3	$78K	Buy	2,250 +500	+29%	+$19.5K	0.09%	61
2022 Q2	$70K	Buy	1,750 +400	+30%	+$16.8K	0.08%	55
2022 Q1	$61K	Buy	1,350 +350	+35%	+$16.5K	0.07%	59
2021 Q4	$49K	Hold	1,000	–	–	0.05%	69
2021 Q3	$50K	Hold	1,000	–	–	0.05%	72
2021 Q2	$55K	Hold	1,000	–	–	0.05%	71
2021 Q1	$53K	Hold	1,000	–	–	0.05%	64
2020 Q4	$52K	Hold	1,000	–	–	0.06%	55
2020 Q3	$44K	Hold	1,000	–	–	0.07%	47
2020 Q2	$40K	Hold	1,000	–	–	0.06%	45
2020 Q1	$34K	Hold	1,000	–	–	0.05%	47
2019 Q4	$45K	Hold	1,000	–	–	0.07%	42
2019 Q3	$41K	Sell	1,000 -1,875	-65%	-$77.4K	0.07%	43
2019 Q2	$123K	Buy	2,875 +540	+23%	+$22.9K	0.09%	30
2019 Q1	$100K	Buy	2,335 +86	+4%	+$3.62K	0.08%	30
2018 Q4	$88K	Buy	+2,249	New	+$90.1K	0.07%	31

Other funds holding EEM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Avondale Wealth Management's EEM Position: Q2 2023 in Review

Avondale Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2023, closing a stake of 500 shares — an estimated $19.7K sold.

Avondale Wealth Management first reported a position in EEM in Q4 2018 and held it in 18 quarters. The position peaked at $123K in Q2 2019. 1,325 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

Avondale Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Avondale Wealth Management sold 500 iShares MSCI Emerging Markets ETF shares in Q2 2023, an estimated $19.7K.
Avondale Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 18 quarters.
Avondale Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $123K in Q2 2019.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on Avondale Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.