EisnerAmper Wealth Management Corporate Benefits’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q1	–	Sell	-6,008	Closed	-$228K	–	53
2022 Q4	$228K	Sell	6,008 -286	-5%	-$10.6K	0.12%	51
2022 Q3	$220K	Hold	6,294	–	–	0.13%	40
2022 Q2	$252K	Buy	6,294 +61	+1%	+$2.56K	0.13%	41
2022 Q1	$281K	Buy	6,233 +9	+0.1%	+$425	0.13%	43
2021 Q4	$304K	Hold	6,224	–	–	0.14%	41
2021 Q3	$314K	Hold	6,224	–	–	0.16%	42
2021 Q2	$343K	Hold	6,224	–	–	0.17%	40
2021 Q1	$332K	Sell	6,224 -370	-6%	-$20.3K	0.18%	40
2020 Q4	$341K	Hold	6,594	–	–	0.2%	36
2020 Q3	$291K	Hold	6,594	–	–	0.19%	38
2020 Q2	$264K	Hold	6,594	–	–	0.18%	39
2020 Q1	$225K	Sell	6,594 -238	-3%	-$9.76K	0.15%	35
2019 Q4	$307K	Sell	6,832 -225	-3%	-$9.66K	0.21%	31
2019 Q3	$288K	Hold	7,057	–	–	0.21%	31
2019 Q2	$303K	Hold	7,057	–	–	0.23%	30
2019 Q1	$303K	Hold	7,057	–	–	0.23%	35
2018 Q4	$276K	Buy	7,057 +370	+6%	+$14.8K	0.24%	33
2018 Q3	$287K	Hold	6,687	–	–	0.22%	34
2018 Q2	$290K	Hold	6,687	–	–	0.24%	30
2018 Q1	$323K	Hold	6,687	–	–	0.27%	29
2017 Q4	$315K	Sell	6,687 -1,617	-19%	-$74.8K	0.26%	30
2017 Q3	$372K	Hold	8,304	–	–	0.32%	27
2017 Q2	$344K	Hold	8,304	–	–	0.3%	28
2017 Q1	$327K	Sell	8,304 -829	-9%	-$31.5K	0.28%	27
2016 Q4	$320K	Hold	9,133	–	–	0.27%	27
2016 Q3	$344K	Hold	9,133	–	–	0.3%	27
2016 Q2	$314K	Sell	9,133 -385	-4%	-$12.9K	0.29%	25
2016 Q1	$326K	Sell	9,518 -2,051	-18%	-$63.5K	0.31%	25
2015 Q4	$372K	Sell	11,569 -13,105	-53%	-$449K	0.37%	25
2015 Q3	$809K	Buy	24,674 +15,110	+158%	+$534K	0.57%	33
2015 Q2	$379K	Buy	9,564 +182	+2%	+$7.61K	0.29%	62
2015 Q1	$377K	Sell	9,382 -846	-8%	-$33.7K	0.29%	66
2014 Q4	$401K	Buy	+10,228	New	+$416K	0.32%	66

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

OMC

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's EEM Position: Q1 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 6,008 shares — an estimated $228K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in EEM in Q4 2014 and held it in 33 quarters. The position peaked at $809K in Q3 2015. 1,318 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 6,008 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $228K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares MSCI Emerging Markets ETF in Q4 2014 and held it in 33 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares MSCI Emerging Markets ETF position peaked at $809K in Q3 2015.
1,318 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2023, filed 4 Apr 2023.