Corient Private Wealth
EEMA icon

Corient Private Wealth’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Corient Private Wealth’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
28,060
-26,260
-48% -$2.63M ﹤0.01% 1182
2025
Q4 		$5.11M Buy
54,320
+24,603
+83% +$2.3M ﹤0.01% 1044
2025
Q3 		$2.37M Buy
29,717
+4,673
+19% +$403K ﹤0.01% 992
2025
Q2 		$2.07M Buy
25,044
+7,781
+45% +$593K ﹤0.01% 1025
2025
Q1 		$1.28M Sell
17,263
-4,466
-21% -$330K ﹤0.01% 1175
2024
Q4 		$1.17M Sell
21,729
-1,710
-7% -$130K ﹤0.01% 1247
2024
Q3 		$1.84M Sell
23,439
-3,564
-13% -$260K ﹤0.01% 1139
2024
Q2 		$1.96M Sell
27,003
-1,921
-7% -$135K ﹤0.01% 1029
2024
Q1 		$1.97M Buy
28,924
+3,447
+14% +$226K ﹤0.01% 1026
2023
Q4 		$1.68M Sell
25,477
-4,199
-14% -$268K ﹤0.01% 1079
2023
Q3 		$1.87M Buy
29,676
+4,246
+17% +$280K ﹤0.01% 943
2023
Q2 		$1.67M Buy
25,430
+2,534
+11% +$166K ﹤0.01% 958
2023
Q1 		$1.52M Buy
22,896
+15,523
+211% +$1.04M ﹤0.01% 937
2022
Q4 		$467K Buy
+7,373
New +$446K ﹤0.01% 1163

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return