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

BerganKDV 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	$29.4K	Hold	742	–	–	﹤0.01%	447
2023 Q1	$29.3K	Hold	742	–	–	﹤0.01%	463
2022 Q4	$28.1K	Sell	742 -1,062	-59%	-$39.2K	﹤0.01%	451
2022 Q3	$63K	Sell	1,804 -547	-23%	-$21.3K	0.01%	349
2022 Q2	$94K	Hold	2,351	–	–	0.01%	306
2022 Q1	$106K	Sell	2,351 -813	-26%	-$38.4K	0.01%	305
2021 Q4	$155K	Hold	3,164	–	–	0.02%	284
2021 Q3	$159K	Hold	3,164	–	–	0.02%	267
2021 Q2	$174K	Hold	3,164	–	–	0.02%	258
2021 Q1	$169K	Hold	3,164	–	–	0.02%	251
2020 Q4	$163K	Buy	3,164 +547	+21%	+$26.3K	0.02%	237
2020 Q3	$115K	Buy	2,617 +164	+7%	+$7.2K	0.02%	251
2020 Q2	$98K	Sell	2,453 -3,546	-59%	-$133K	0.02%	279
2020 Q1	$205K	Buy	5,999 +1,322	+28%	+$54.2K	0.04%	204
2019 Q4	$210K	Buy	4,677 +4,674	+155,800%	+$201K	0.04%	220
2019 Q3	$0	Sell	3 -347	-99%	-$14.3K	﹤0.01%	702
2019 Q2	$15K	Sell	350 -362	-51%	-$15.4K	﹤0.01%	465
2019 Q1	$31K	Buy	712 +1	+0.1%	+$42	0.01%	385
2018 Q4	$28K	Buy	711 +2	+0.3%	+$80	0.01%	360
2018 Q3	$30K	Hold	709	–	–	0.01%	372
2018 Q2	$31K	Buy	+709	New	+$32.8K	0.01%	373
2018 Q1	–	Sell	-10,681	Closed	-$503K	–	192
2017 Q4	$503K	Buy	10,681 +470	+5%	+$21.7K	0.12%	125
2017 Q3	$458K	Hold	10,211	–	–	0.11%	133
2017 Q2	$423K	Hold	10,211	–	–	0.12%	123
2017 Q1	$402K	Buy	+10,211	New	+$388K	0.12%	126

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

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

BerganKDV Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2023 at 742 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

BerganKDV Wealth Management first reported a position in EEM in Q1 2017 and has held it in 25 quarters since. The position peaked at $503K in Q4 2017. 1,325 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

BerganKDV Wealth Management held 742 shares of iShares MSCI Emerging Markets ETF worth $29.4K as of Q2 2023.
BerganKDV Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2023.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #447 holding.
BerganKDV Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and has held it in 25 quarters since.
BerganKDV Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $503K in Q4 2017.
1,325 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.