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

Beacon Pointe 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
2019 Q4	$1.97M	Sell	43,799 -998	-2%	-$42.8K	0.36%	56
2019 Q3	$1.83M	Sell	44,797 -5,998	-12%	-$248K	0.39%	56
2019 Q2	$2.18M	Buy	50,795 +450	+0.9%	+$19.1K	0.46%	46
2019 Q1	$2.16M	Buy	50,345 +4,897	+11%	+$206K	0.49%	43
2018 Q4	$1.77M	Buy	+45,448	New	+$1.82M	0.64%	35

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

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

SLAM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EEM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 2.2% in Q4 2019, selling an estimated $42.8K and leaving 43,799 shares worth $1.97M. The position accounts for 0.36% of the portfolio, ranked #56.

Beacon Pointe Wealth Advisors first reported a position in EEM in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.18M in Q2 2019. 1,323 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

Beacon Pointe Wealth Advisors held 43,799 shares of iShares MSCI Emerging Markets ETF worth $1.97M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 998 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $42.8K.
iShares MSCI Emerging Markets ETF made up 0.36% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #56 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.18M in Q2 2019.
1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.