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

Baker Tilly 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
2022
Q4 		– Sell
-6,011
Closed -$210K – 545
2022
Q3 		$210K Buy
+6,011
New +$235K 0.03% 471

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Baker Tilly Wealth Management's EEM Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 6,011 shares — an estimated $210K sold.

Baker Tilly Wealth Management first reported a position in EEM in Q3 2022 and held it in 1 quarter. The position peaked at $210K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,011 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $210K.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $210K in Q3 2022.
  • 1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.