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

Curi 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 Q4	–	Sell	-6,056	Closed	-$211K	–	195
2022 Q3	$211K	Buy	6,056 +2,735	+82%	+$107K	0.04%	169
2022 Q2	$133K	Hold	3,321	–	–	0.03%	150
2022 Q1	$149K	Hold	3,321	–	–	0.03%	130
2021 Q4	$162K	Buy	+3,321	New	+$167K	0.03%	119
2021 Q1	–	Sell	-3,321	Closed	-$171K	–	215
2020 Q4	$171K	Buy	+3,321	New	+$160K	0.12%	89

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

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

Curi Wealth Management's EEM Position: Q4 2022 in Review

Curi Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 6,056 shares — an estimated $211K sold.

Curi Wealth Management first reported a position in EEM in Q4 2020 and held it in 5 quarters. The position peaked at $211K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Curi Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Curi Wealth Management sold 6,056 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $211K.
Curi Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $211K in Q3 2022.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.