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

Curi Wealth Management’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
2022 Q3	–	Sell	-19,902	Closed	-$1.35M	–	342
2022 Q2	$1.35M	Buy	19,902 +3,198	+19%	+$222K	0.26%	48
2022 Q1	$1.23M	Buy	16,704 +4,933	+42%	+$385K	0.21%	51
2021 Q4	$965K	Sell	11,771 -434	-4%	-$36.7K	0.17%	56
2021 Q3	$1.03M	Buy	12,205 +1,685	+16%	+$147K	0.47%	30
2021 Q2	$973K	Buy	10,520 +2,760	+36%	+$252K	0.49%	32
2021 Q1	$704K	Buy	7,760 +1,361	+21%	+$127K	0.45%	32
2020 Q4	$559K	Buy	+6,399	New	+$523K	0.4%	36

Other funds holding EEMA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Curi Wealth Management's EEMA Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2022, closing a stake of 19,902 shares — an estimated $1.35M sold.

Curi Wealth Management first reported a position in EEMA in Q4 2020 and held it in 7 quarters. The position peaked at $1.35M in Q2 2022. 82 funds tracked by Wall St. Rank hold EEMA as of Q3 2022.

Curi Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 19,902 iShares MSCI Emerging Markets Asia ETF shares in Q3 2022, an estimated $1.35M.
Curi Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 7 quarters.
Curi Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $1.35M in Q2 2022.
82 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.