Bridge Advisory’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bridge Advisory’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 Q3	–	Sell	-5,350	Closed	-$212K	–	146
2023 Q2	$212K	Buy	5,350 +2	+0%	+$79	0.08%	126
2023 Q1	$211K	Sell	5,348 -1,528	-22%	-$60.8K	0.08%	116
2022 Q4	$261K	Sell	6,876 -131	-2%	-$4.83K	0.11%	108
2022 Q3	$244K	Sell	7,007 -322	-4%	-$12.6K	0.12%	99
2022 Q2	$285K	Buy	7,329 +282	+4%	+$11.8K	0.14%	94
2022 Q1	$318K	Sell	7,047 -22	-0.3%	-$1.04K	0.14%	80
2021 Q4	$345K	Buy	+7,069	New	+$356K	0.16%	78

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bridge Advisory's EEM Position: Q3 2023 in Review

Bridge Advisory sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 5,350 shares — an estimated $212K sold.

Bridge Advisory first reported a position in EEM in Q4 2021 and held it in 7 quarters. The position peaked at $345K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Bridge Advisory reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Bridge Advisory sold 5,350 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $212K.
Bridge Advisory first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Bridge Advisory's iShares MSCI Emerging Markets ETF position peaked at $345K in Q4 2021.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Bridge Advisory's 13F filing for Q3 2023, filed 20 Oct 2023.