Capital Wealth Planning’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Capital Wealth Planning’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	-13,541	Closed	-$756K	–	133
2020 Q4	$756K	Buy	+13,541	New	+$651K	0.03%	57
2020 Q2	–	Sell	-6,898	Closed	-$235K	–	136
2020 Q1	$235K	Sell	6,898 -254	-4%	-$10.4K	0.01%	194
2019 Q4	$321K	Buy	7,152 +279	+4%	+$12K	0.02%	147
2019 Q3	$291K	Sell	6,873 -31,960	-82%	-$1.32M	0.02%	186
2019 Q2	$1.67M	Buy	+38,833	New	+$1.65M	0.12%	55

Other funds holding EEM

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

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

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

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

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Capital Wealth Planning's EEM Position: Q1 2021 in Review

Capital Wealth Planning sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 13,541 shares — an estimated $756K sold.

Capital Wealth Planning first reported a position in EEM in Q2 2019 and held it in 5 quarters. The position peaked at $1.67M in Q2 2019. 1,355 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

Capital Wealth Planning reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Capital Wealth Planning sold 13,541 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $756K.
Capital Wealth Planning first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and held it in 5 quarters.
Capital Wealth Planning's iShares MSCI Emerging Markets ETF position peaked at $1.67M in Q2 2019.
1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Capital Wealth Planning's 13F filing for Q1 2021, filed 19 Apr 2021.