Corient Capital Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Corient Capital 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
2021 Q4	–	Sell	-9,507	Closed	-$479K	–	725
2021 Q3	$479K	Hold	9,507	–	–	0.04%	368
2021 Q2	$524K	Hold	9,507	–	–	0.04%	349
2021 Q1	$507K	Hold	9,507	–	–	0.04%	315
2020 Q4	$491K	Hold	9,507	–	–	0.05%	275
2020 Q3	$419K	Buy	9,507 +134	+1%	+$5.88K	0.05%	282
2020 Q2	$375K	Hold	9,373	–	–	0.05%	295
2020 Q1	$320K	Hold	9,373	–	–	0.05%	284
2019 Q4	$421K	Hold	9,373	–	–	0.05%	304
2019 Q3	$383K	Buy	+9,373	New	+$387K	0.05%	306
2019 Q1	–	Sell	-5,363	Closed	-$209K	–	358
2018 Q4	$209K	Hold	5,363	–	–	0.04%	290
2018 Q3	$230K	Hold	5,363	–	–	0.04%	249
2018 Q2	$232K	Hold	5,363	–	–	0.04%	244
2018 Q1	$259K	Sell	5,363 -3,945	-42%	-$193K	0.05%	223
2017 Q4	$439K	Hold	9,308	–	–	0.07%	200
2017 Q3	$417K	Buy	+9,308	New	+$410K	0.08%	194
2017 Q1	–	Sell	-14,443	Closed	-$506K	–	305
2016 Q4	$506K	Buy	+14,443	New	+$521K	0.09%	197

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Corient Capital Partners's EEM Position: Q4 2021 in Review

Corient Capital Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 9,507 shares — an estimated $479K sold.

Corient Capital Partners first reported a position in EEM in Q4 2016 and held it in 16 quarters. The position peaked at $524K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Corient Capital Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Corient Capital Partners sold 9,507 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $479K.
Corient Capital Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and held it in 16 quarters.
Corient Capital Partners's iShares MSCI Emerging Markets ETF position peaked at $524K in Q2 2021.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Corient Capital Partners's 13F filing for Q4 2021, filed 11 Feb 2022.