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

Edge 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
2020 Q3	–	Sell	-30	Closed	-$1K	–	495
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	633
2020 Q1	$1K	Sell	30 -40	-57%	-$1.64K	﹤0.01%	574
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	517
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	524
2019 Q2	$3K	Sell	70 -311	-82%	-$13.2K	﹤0.01%	518
2019 Q1	$16K	Hold	381	–	–	﹤0.01%	353
2018 Q4	$15K	Sell	381 -536	-58%	-$21.5K	﹤0.01%	359
2018 Q3	$39K	Sell	917 -13,176	-93%	-$569K	0.01%	284
2018 Q2	$611K	Buy	14,093 +12,179	+636%	+$564K	0.16%	84
2018 Q1	$92K	Sell	1,914 -1,688	-47%	-$82.8K	0.02%	168
2017 Q4	$169K	Buy	3,602 +2,344	+186%	+$108K	0.05%	137
2017 Q3	$56K	Buy	1,258 +540	+75%	+$23.8K	0.02%	212
2017 Q2	$30K	Buy	+718	New	+$29.2K	0.01%	253
2015 Q3	–	Sell	-399	Closed	-$16K	–	474
2015 Q2	$16K	Hold	399	–	–	0.01%	264
2015 Q1	$16K	Buy	+399	New	+$15.9K	0.01%	262
2014 Q1	–	Sell	-1,080	Closed	-$45K	–	412
2013 Q4	$45K	Hold	1,080	–	–	0.02%	168
2013 Q3	$44K	Hold	1,080	–	–	0.03%	149
2013 Q2	$42K	Buy	+1,080	New	+$44.8K	0.03%	141

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edge Wealth Management's EEM Position: Q3 2020 in Review

Edge Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 30 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in EEM in Q2 2013 and held it in 18 quarters. The position peaked at $611K in Q2 2018. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Edge Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 30 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $1K.
Edge Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 18 quarters.
Edge Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $611K in Q2 2018.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.