Burt Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-2,740	Closed	-$142K	–	165
2020 Q4	$142K	Hold	2,740	–	–	0.05%	105
2020 Q3	$121K	Hold	2,740	–	–	0.05%	108
2020 Q2	$110K	Hold	2,740	–	–	0.04%	115
2020 Q1	$94K	Hold	2,740	–	–	0.04%	119
2019 Q4	$123K	Hold	2,740	–	–	0.05%	110
2019 Q3	$112K	Hold	2,740	–	–	0.05%	120
2019 Q2	$118K	Hold	2,740	–	–	0.05%	115
2019 Q1	$118K	Hold	2,740	–	–	0.05%	110
2018 Q4	$107K	Hold	2,740	–	–	0.05%	119
2018 Q3	$118K	Hold	2,740	–	–	0.05%	123
2018 Q2	$119K	Hold	2,740	–	–	0.06%	114
2018 Q1	$132K	Hold	2,740	–	–	0.07%	109
2017 Q4	$129K	Hold	2,740	–	–	0.08%	108
2017 Q3	$123K	Sell	2,740 -263	-9%	-$11.6K	0.08%	110
2017 Q2	$124K	Buy	3,003 +263	+10%	+$10.7K	0.09%	100
2017 Q1	$108K	Sell	2,740 -263	-9%	-$9.99K	0.08%	105
2016 Q4	$105K	Sell	3,003 -2,618	-47%	-$94.4K	0.09%	110
2016 Q3	$210K	Hold	5,621	–	–	0.22%	56
2016 Q2	$193K	Hold	5,621	–	–	0.21%	57
2016 Q1	$193K	Sell	5,621 -77,108	-93%	-$2.39M	0.18%	62
2015 Q4	$2.66M	Buy	82,729 +52,790	+176%	+$1.81M	2.13%	10
2015 Q3	$981K	Buy	29,939 +2,767	+10%	+$97.7K	1.22%	12
2015 Q2	$1.18M	Buy	27,172 +1,197	+5%	+$50.1K	1.28%	10
2015 Q1	$1.04M	Buy	25,975 +555	+2%	+$22.1K	1.06%	11
2014 Q4	$999K	Buy	+25,420	New	+$1.03M	1.06%	13

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Burt Wealth Advisors's EEM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 2,740 shares — an estimated $142K sold.

Burt Wealth Advisors first reported a position in EEM in Q4 2014 and held it in 25 quarters. The position peaked at $2.66M in Q4 2015. 1,357 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,740 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $142K.
Burt Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.66M in Q4 2015.
1,357 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.