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

BerganKDV Wealth Management’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
2023
Q2 		– Sell
-36
Closed -$2.39K – 923
2023
Q1 		$2.39K Buy
+36
New +$2.41K ﹤0.01% 802

Other funds holding EEMA

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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2023, closing a stake of 36 shares — an estimated $2.39K sold.

BerganKDV Wealth Management first reported a position in EEMA in Q1 2023 and held it in 1 quarter. The position peaked at $2.39K in Q1 2023. 96 funds tracked by Wall St. Rank hold EEMA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 36 iShares MSCI Emerging Markets Asia ETF shares in Q2 2023, an estimated $2.39K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $2.39K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2023.

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