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

BDO 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
2023
Q2 		$10.8M Sell
273,414
-4,593
-2% -$181K 1.24% 18
2023
Q1 		$11M Sell
278,007
-15,850
-5% -$630K 1.35% 17
2022
Q4 		$11.1M Buy
293,857
+240,392
+450% +$8.87M 1.38% 17
2022
Q3 		$1.86M Sell
53,465
-109,058
-67% -$4.26M 0.25% 88
2022
Q2 		$6.52M Buy
162,523
+107,713
+197% +$4.52M 0.8% 26
2022
Q1 		$2.48M Buy
54,810
+18,240
+50% +$861K 0.26% 74
2021
Q4 		$1.79M Buy
36,570
+3,136
+9% +$158K 0.19% 94
2021
Q3 		$1.68M Buy
33,434
+108
+0.3% +$5.62K 0.19% 93
2021
Q2 		$1.84M Buy
33,326
+1,513
+5% +$82.2K 0.2% 85
2021
Q1 		$1.7M Buy
31,813
+724
+2% +$39.6K 0.2% 89
2020
Q4 		$1.61M Buy
31,089
+4,152
+15% +$200K 0.23% 79
2020
Q3 		$1.19M Sell
26,937
-95
-0.4% -$4.17K 0.19% 83
2020
Q2 		$1.08M Sell
27,032
-6,740
-20% -$252K 0.19% 85
2020
Q1 		$1.15M Buy
33,772
+13,398
+66% +$550K 0.23% 79
2019
Q4 		$914K Sell
20,374
-7,097
-26% -$305K 0.24% 78
2019
Q3 		$1.12M Sell
27,471
-4,477
-14% -$185K 0.29% 70
2019
Q2 		$1.37M Buy
31,948
+923
+3% +$39.2K 0.37% 58
2019
Q1 		$1.33M Buy
31,025
+2,205
+8% +$92.8K 0.39% 55
2018
Q4 		$1.13M Buy
28,820
+14,060
+95% +$563K 0.39% 57
2018
Q3 		$633K Buy
14,760
+5,850
+66% +$253K 0.2% 91
2018
Q2 		$386K Sell
8,910
-7,765
-47% -$359K 0.13% 105
2018
Q1 		$805K Buy
16,675
+2,700
+19% +$132K 0.3% 64
2017
Q4 		$659K Buy
13,975
+3,650
+35% +$169K 0.3% 62
2017
Q3 		$463K Buy
10,325
+7,075
+218% +$311K 0.23% 73
2017
Q2 		$135K Buy
+3,250
New +$132K 0.06% 145

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BDO Wealth Advisors's EEM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q2 2023, selling an estimated $181K and leaving 273,414 shares worth $10.8M. The position accounts for 1.24% of the portfolio, ranked #18.

BDO Wealth Advisors first reported a position in EEM in Q2 2017 and has held it in 25 quarters since. The position peaked at $11.1M in Q4 2022. 1,324 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

  • BDO Wealth Advisors held 273,414 shares of iShares MSCI Emerging Markets ETF worth $10.8M as of Q2 2023.
  • BDO Wealth Advisors sold 4,593 iShares MSCI Emerging Markets ETF shares in Q2 2023, an estimated $181K.
  • iShares MSCI Emerging Markets ETF made up 1.24% of BDO Wealth Advisors's portfolio in Q2 2023, its #18 holding.
  • BDO Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $11.1M in Q4 2022.
  • 1,324 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.