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

Cornerstone 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
2022 Q1	–	Sell	-4,341	Closed	-$213K	–	480
2021 Q4	$213K	Sell	4,341 -79	-2%	-$3.98K	0.02%	474
2021 Q3	$223K	Hold	4,420	–	–	0.02%	413
2021 Q2	$244K	Buy	+4,420	New	+$240K	0.03%	410
2019 Q2	–	Sell	-4,331	Closed	-$590K	–	398
2019 Q1	$590K	Buy	+4,331	New	+$182K	0.07%	256
2018 Q4	–	Sell	-289,972	Closed	-$6.36M	–	549
2018 Q3	$6.36M	Buy	289,972 +74,240	+34%	+$3.2M	0.08%	238
2018 Q2	$5.03M	Buy	215,732 +211,470	+4,962%	+$9.79M	0.06%	318
2018 Q1	$202K	Sell	4,262 -2,135	-33%	-$105K	0.04%	361
2017 Q4	$316K	Buy	6,397 +38	+0.6%	+$1.76K	0.06%	294
2017 Q3	$291K	Sell	6,359 -213	-3%	-$9.38K	0.06%	290
2017 Q2	$274K	Buy	+6,572	New	+$268K	0.06%	298

Other funds holding EEM

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

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

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Cornerstone Wealth Management's EEM Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 4,341 shares — an estimated $213K sold.

Cornerstone Wealth Management first reported a position in EEM in Q2 2017 and held it in 10 quarters. The position peaked at $6.36M in Q3 2018. 1,306 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Cornerstone Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 4,341 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $213K.
Cornerstone Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and held it in 10 quarters.
Cornerstone Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $6.36M in Q3 2018.
1,306 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.