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

Brewin Dolphin 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
2020 Q4	–	Sell	-306	Closed	-$13.5K	–	300
2020 Q3	$13.5K	Sell	306 -428	-58%	-$18.8K	﹤0.01%	225
2020 Q2	$29.4K	Buy	+734	New	+$27.5K	0.01%	187
2018 Q4	–	Sell	-390	Closed	-$16.7K	–	184
2018 Q3	$16.7K	Hold	390	–	–	0.01%	160
2018 Q2	$16.9K	Hold	390	–	–	0.01%	156
2018 Q1	$18.8K	Buy	+390	New	+$19.1K	0.01%	144

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SLAM

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brewin Dolphin Wealth Management's EEM Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2020, closing a stake of 306 shares — an estimated $13.5K sold.

Brewin Dolphin Wealth Management first reported a position in EEM in Q1 2018 and held it in 5 quarters. The position peaked at $29.4K in Q2 2020. 1,315 funds tracked by Wall St. Rank hold EEM as of Q4 2020.

Brewin Dolphin Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 306 iShares MSCI Emerging Markets ETF shares in Q4 2020, an estimated $13.5K.
Brewin Dolphin Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 5 quarters.
Brewin Dolphin Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $29.4K in Q2 2020.
1,315 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.