Coastal Bridge Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Coastal Bridge 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
2022 Q1	–	Sell	-5,073	Closed	-$248K	–	182
2021 Q4	$248K	Buy	+5,073	New	+$255K	0.05%	165
2020 Q1	–	Sell	-7,803	Closed	-$350K	–	148
2019 Q4	$350K	Buy	+7,803	New	+$335K	0.09%	86
2019 Q1	–	Sell	-28,789	Closed	-$1.12M	–	134
2018 Q4	$1.12M	Buy	+28,789	New	+$1.15M	0.44%	38

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Coastal Bridge Advisors's EEM Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 5,073 shares — an estimated $248K sold.

Coastal Bridge Advisors first reported a position in EEM in Q4 2018 and held it in 3 quarters. The position peaked at $1.12M in Q4 2018. 1,305 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Coastal Bridge Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 5,073 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $248K.
Coastal Bridge Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 3 quarters.
Coastal Bridge Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.12M in Q4 2018.
1,305 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.