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

Briggs Advisory Group’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	$315K	Sell	8,301 -1,714	-17%	-$67.9K	0.18%	51
2023 Q2	$396K	Buy	10,015 +270	+3%	+$10.6K	0.22%	41
2023 Q1	$385K	Hold	9,745	–	–	0.23%	43
2022 Q4	$369K	Buy	9,745 +481	+5%	+$17.7K	0.24%	43
2022 Q3	$323K	Sell	9,264 -7,183	-44%	-$280K	0.24%	44
2022 Q2	$660K	Buy	16,447 +150	+0.9%	+$6.29K	0.48%	30
2022 Q1	$736K	Buy	16,297 +2,953	+22%	+$139K	0.49%	28
2021 Q4	$652K	Buy	+13,344	New	+$671K	0.44%	29

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

Briggs Advisory Group's EEM Position: Q3 2023 in Review

Briggs Advisory Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 17% in Q3 2023, selling an estimated $67.9K and leaving 8,301 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #51.

Briggs Advisory Group first reported a position in EEM in Q4 2021 and has held it in 8 quarters since. The position peaked at $736K in Q1 2022. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Briggs Advisory Group held 8,301 shares of iShares MSCI Emerging Markets ETF worth $315K as of Q3 2023.
Briggs Advisory Group sold 1,714 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $67.9K.
iShares MSCI Emerging Markets ETF made up 0.18% of Briggs Advisory Group's portfolio in Q3 2023, its #51 holding.
Briggs Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $736K in Q1 2022.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.