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

Canvas 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
2023 Q1	–	Sell	-5,351	Closed	-$218K	–	143
2022 Q4	$218K	Buy	+5,351	New	+$197K	0.09%	136
2022 Q3	–	Sell	-5,351	Closed	-$215K	–	129
2022 Q2	$215K	Hold	5,351	–	–	0.09%	119
2022 Q1	$228K	Sell	5,351 -49	-0.9%	-$2.31K	0.08%	128
2021 Q4	$264K	Buy	5,400 +546	+11%	+$27.5K	0.1%	117
2021 Q3	$245K	Hold	4,854	–	–	0.1%	105
2021 Q2	$268K	Hold	4,854	–	–	0.12%	101
2021 Q1	$258K	Buy	+4,854	New	+$266K	0.15%	92

Other funds holding EEM

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canvas Wealth Advisors's EEM Position: Q1 2023 in Review

Canvas Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 5,351 shares — an estimated $218K sold.

Canvas Wealth Advisors first reported a position in EEM in Q1 2021 and held it in 7 quarters. The position peaked at $268K in Q2 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Canvas Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 5,351 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $218K.
Canvas Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and held it in 7 quarters.
Canvas Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $268K in Q2 2021.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Canvas Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.