Capital Advisory Group Advisory Services’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$7K	–	286
2022 Q1	$7K	Buy	+100	New	+$7.8K	﹤0.01%	399
2021 Q4	–	Sell	-200	Closed	-$17K	–	257
2021 Q3	$17K	Hold	200	–	–	0.01%	347
2021 Q2	$19K	Hold	200	–	–	0.01%	334
2021 Q1	$18K	Buy	200 +100	+100%	+$9.36K	0.01%	321
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	372
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	348
2020 Q2	$7K	Sell	100 -171	-63%	-$10.7K	﹤0.01%	335
2020 Q1	$16K	Sell	271 -9,591	-97%	-$633K	0.02%	188
2019 Q4	$696K	Buy	+9,862	New	+$663K	0.37%	49

Other funds holding EEMA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Advisory Group Advisory Services's EEMA Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2022, closing a stake of 100 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in EEMA in Q4 2019 and held it in 9 quarters. The position peaked at $696K in Q4 2019. 93 funds tracked by Wall St. Rank hold EEMA as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 100 iShares MSCI Emerging Markets Asia ETF shares in Q2 2022, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2019 and held it in 9 quarters.
Capital Advisory Group Advisory Services's iShares MSCI Emerging Markets Asia ETF position peaked at $696K in Q4 2019.
93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.