Brio Consultants’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Brio Consultants’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 Q1	–	Sell	-5,560	Closed	-$249K	–	71
2019 Q4	$249K	Sell	5,560 -73	-1%	-$3.13K	0.08%	65
2019 Q3	$230K	Hold	5,633	–	–	0.09%	67
2019 Q2	$242K	Buy	+5,633	New	+$239K	0.1%	62

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brio Consultants's EEM Position: Q1 2020 in Review

Brio Consultants sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 5,560 shares — an estimated $249K sold.

Brio Consultants first reported a position in EEM in Q2 2019 and held it in 3 quarters. The position peaked at $249K in Q4 2019. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Brio Consultants reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Brio Consultants sold 5,560 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $249K.
Brio Consultants first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and held it in 3 quarters.
Brio Consultants's iShares MSCI Emerging Markets ETF position peaked at $249K in Q4 2019.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Brio Consultants's 13F filing for Q1 2020, filed 16 Apr 2020.