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Beacon Pointe Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Beacon Pointe Advisors’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,928
Closed -$500K – 952
2021
Q3 		$500K Sell
5,928
-21,735
-79% -$1.89M 0.01% 541
2021
Q2 		$2.56M Buy
27,663
+16,676
+152% +$1.52M 0.09% 187
2021
Q1 		$997K Hold
10,987
– – 0.06% 211
2020
Q4 		$961K Buy
+10,987
New +$898K 0.07% 200

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Beacon Pointe Advisors's EEMA Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2021, closing a stake of 5,928 shares — an estimated $500K sold.

Beacon Pointe Advisors first reported a position in EEMA in Q4 2020 and held it in 4 quarters. The position peaked at $2.56M in Q2 2021. 117 funds tracked by Wall St. Rank hold EEMA as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,928 iShares MSCI Emerging Markets Asia ETF shares in Q4 2021, an estimated $500K.
  • Beacon Pointe Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 4 quarters.
  • Beacon Pointe Advisors's iShares MSCI Emerging Markets Asia ETF position peaked at $2.56M in Q2 2021.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.