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

Elk River 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
2021 Q3	–	Sell	-5,160	Closed	-$285K	–	123
2021 Q2	$285K	Sell	5,160 -120	-2%	-$6.52K	0.07%	100
2021 Q1	$282K	Sell	5,280 -500	-9%	-$27.4K	0.08%	100
2020 Q4	$299K	Buy	+5,780	New	+$278K	0.1%	97

Other funds holding EEM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLAM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Elk River Wealth Management's EEM Position: Q3 2021 in Review

Elk River Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2021, closing a stake of 5,160 shares — an estimated $285K sold.

Elk River Wealth Management first reported a position in EEM in Q4 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2020. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

Elk River Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Elk River Wealth Management sold 5,160 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $285K.
Elk River Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
Elk River Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $299K in Q4 2020.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on Elk River Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.