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

BT 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
2021 Q3	–	Sell	-32,766	Closed	-$1.81M	–	56
2021 Q2	$1.81M	Sell	32,766 -599	-2%	-$32.5K	0.55%	19
2021 Q1	$1.78M	Buy	33,365 +497	+2%	+$27.2K	0.59%	21
2020 Q4	$1.7M	Buy	32,868 +107	+0.3%	+$5.14K	0.63%	18
2020 Q3	$1.44M	Buy	32,761 +232	+0.7%	+$10.2K	0.63%	18
2020 Q2	$1.3M	Buy	+32,529	New	+$1.22M	0.66%	19
2019 Q1	–	Sell	-9,734	Closed	-$410K	–	66
2018 Q4	$410K	Buy	+9,734	New	+$390K	0.18%	61

Other funds holding EEM

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

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

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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

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

BT Wealth Management's EEM Position: Q3 2021 in Review

BT Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2021, closing a stake of 32,766 shares — an estimated $1.81M sold.

BT Wealth Management first reported a position in EEM in Q4 2018 and held it in 6 quarters. The position peaked at $1.81M in Q2 2021. 1,278 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

BT Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
BT Wealth Management sold 32,766 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $1.81M.
BT Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
BT Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.81M in Q2 2021.
1,278 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on BT Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.