CFM Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

CFM Wealth Partners’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
2022 Q2	–	Sell	-6,294	Closed	-$284K	–	168
2022 Q1	$284K	Hold	6,294	–	–	0.07%	152
2021 Q4	$310K	Hold	6,294	–	–	0.07%	145
2021 Q3	$317K	Buy	6,294 +89	+1%	+$4.63K	0.08%	140
2021 Q2	$342K	Sell	6,205 -333	-5%	-$18.1K	0.09%	126
2021 Q1	$349K	Hold	6,538	–	–	0.11%	113
2020 Q4	$330K	Sell	6,538 -360	-5%	-$17.3K	0.11%	109
2020 Q3	$304K	Sell	6,898 -684	-9%	-$30K	0.11%	110
2020 Q2	$303K	Sell	7,582 -3,085	-29%	-$115K	0.12%	108
2020 Q1	$364K	Sell	10,667 -655	-6%	-$26.9K	0.17%	92
2019 Q4	$520K	Buy	+11,322	New	+$486K	0.19%	84

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

CFM Wealth Partners's EEM Position: Q2 2022 in Review

CFM Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 6,294 shares — an estimated $284K sold.

CFM Wealth Partners first reported a position in EEM in Q4 2019 and held it in 10 quarters. The position peaked at $520K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

CFM Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 6,294 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $284K.
CFM Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 10 quarters.
CFM Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $520K in Q4 2019.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.