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Bernardo Wealth Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-4,197
Closed -$216K – 98
2020
Q4 		$216K Buy
+4,197
New +$202K 0.08% 161
2019
Q3 		– Sell
-4,902
Closed -$210K – 162
2019
Q2 		$210K Sell
4,902
-11
-0.2% -$467 0.16% 139
2019
Q1 		$211K Buy
+4,913
New +$207K 0.17% 137

Other funds holding EEM

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Bernardo Wealth Planning's EEM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 4,197 shares — an estimated $216K sold.

Bernardo Wealth Planning first reported a position in EEM in Q1 2019 and held it in 3 quarters. The position peaked at $216K in Q4 2020. 1,357 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,197 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $216K.
  • Bernardo Wealth Planning first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 3 quarters.
  • Bernardo Wealth Planning's iShares MSCI Emerging Markets ETF position peaked at $216K in Q4 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.