Column Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Column Capital 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 Q3	$226K	Sell	49,259 -1,886	-4%	-$74.7K	0.03%	134
2023 Q2	$236K	Sell	51,145 -135	-0.3%	-$5.31K	0.03%	126
2023 Q1	$245K	Buy	51,280 +1,828	+4%	+$72.7K	0.04%	122
2022 Q4	$235K	Buy	49,452 +3,776	+8%	+$139K	0.04%	111
2022 Q3	$208K	Sell	45,676 -6,118	-12%	-$239K	0.04%	114
2022 Q2	$239K	Sell	51,794 -6,289	-11%	-$264K	0.05%	99
2022 Q1	$286K	Sell	58,083 -4,191	-7%	-$198K	0.05%	101
2021 Q4	$303K	Sell	62,274 -563	-0.9%	-$28.3K	0.06%	96
2021 Q3	$250K	Sell	62,837 -5,590	-8%	-$291K	0.05%	108
2021 Q2	$274K	Buy	68,427 +2,432	+4%	+$132K	0.06%	99
2021 Q1	$248K	Buy	65,995 +1,957	+3%	+$107K	0.06%	99
2020 Q4	$240K	Buy	64,038 +8,884	+16%	+$427K	0.06%	94
2020 Q3	$205K	Buy	55,154 +4,626	+9%	+$203K	0.06%	88
2020 Q2	$193K	Buy	50,528 +7,220	+17%	+$270K	0.06%	92
2020 Q1	$153K	Sell	43,308 -10,467	-19%	-$429K	0.06%	86
2019 Q4	$105K	Buy	+53,775	New	+$2.31M	0.05%	146

Other funds holding EEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Column Capital Advisors's EEM Position: Q3 2023 in Review

Column Capital Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 3.7% in Q3 2023, selling an estimated $74.7K and leaving 49,259 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #134.

Column Capital Advisors first reported a position in EEM in Q4 2019 and has held it in 16 quarters since. The position peaked at $303K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Column Capital Advisors held 49,259 shares of iShares MSCI Emerging Markets ETF worth $226K as of Q3 2023.
Column Capital Advisors sold 1,886 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $74.7K.
iShares MSCI Emerging Markets ETF made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #134 holding.
Column Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $303K in Q4 2021.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.