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

Cumberland 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	–	Sell	-5,890	Closed	-$233K	–	57
2023 Q2	$233K	Hold	5,890	–	–	0.11%	54
2023 Q1	$232K	Buy	+5,890	New	+$234K	0.1%	56
2022 Q3	–	Sell	-5,710	Closed	-$229K	–	55
2022 Q2	$229K	Sell	5,710 -470	-8%	-$19.7K	0.08%	53
2022 Q1	$279K	Buy	6,180 +530	+9%	+$25K	0.06%	52
2021 Q4	$276K	Buy	5,650 +870	+18%	+$43.8K	0.06%	57
2021 Q3	$241K	Hold	4,780	–	–	0.06%	58
2021 Q2	$264K	Buy	+4,780	New	+$260K	0.06%	60

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

Cumberland Advisors's EEM Position: Q3 2023 in Review

Cumberland Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 5,890 shares — an estimated $233K sold.

Cumberland Advisors first reported a position in EEM in Q2 2021 and held it in 7 quarters. The position peaked at $279K in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

Cumberland Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Cumberland Advisors sold 5,890 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $233K.
Cumberland Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 7 quarters.
Cumberland Advisors's iShares MSCI Emerging Markets ETF position peaked at $279K in Q1 2022.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on Cumberland Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.