Consultiva Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Consultiva Wealth Management’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	$18.4K	Hold	484	–	–	0.47%	22
2023 Q2	$19.2K	Buy	484 +3	+0.6%	+$118	0.48%	21
2023 Q1	$19K	Hold	481	–	–	0.49%	21
2022 Q4	$18.3K	Buy	481 +4	+0.8%	+$148	0.48%	22
2022 Q3	$17K	Hold	477	–	–	0.48%	22
2022 Q2	$19K	Buy	477 +3	+0.6%	+$126	0.53%	22
2022 Q1	$21K	Hold	474	–	–	0.5%	23
2021 Q4	$23K	Buy	474 +5	+1%	+$252	0.52%	23
2021 Q3	$24K	Buy	+469	New	+$24.4K	0.55%	23
2021 Q1	$25K	Hold	467	–	–	0.54%	26
2020 Q4	$24K	Buy	+467	New	+$22.5K	0.56%	26
2019 Q2	$26K	Buy	+469	New	+$19.9K	0.53%	26

Other funds holding EEM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Consultiva Wealth Management's EEM Position: Q3 2023 in Review

Consultiva Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q3 2023 at 484 shares worth $18.4K. The position accounts for 0.47% of the portfolio, ranked #22.

Consultiva Wealth Management first reported a position in EEM in Q2 2019 and has held it in 12 quarters since. The position peaked at $26K in Q2 2019. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Consultiva Wealth Management held 484 shares of iShares MSCI Emerging Markets ETF worth $18.4K as of Q3 2023.
Consultiva Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q3 2023.
iShares MSCI Emerging Markets ETF made up 0.47% of Consultiva Wealth Management's portfolio in Q3 2023, its #22 holding.
Consultiva Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and has held it in 12 quarters since.
Consultiva Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $26K in Q2 2019.
1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.