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

Elmwood 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 Q1	–	Sell	-900	Closed	-$44K	–	163
2021 Q4	$44K	Buy	+900	New	+$45.3K	0.02%	193
2021 Q2	$50K	Hold	900	–	–	0.03%	168
2021 Q1	$48K	Buy	+900	New	+$49.3K	0.03%	168
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	215
2020 Q2	$4K	Buy	+100	New	+$3.74K	﹤0.01%	215
2019 Q4	–	Sell	-100	Closed	-$4K	–	130
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	216
2019 Q2	$4K	Sell	100 -207	-67%	-$8.79K	﹤0.01%	240
2019 Q1	$13K	Buy	+307	New	+$12.9K	0.01%	174

Other funds holding EEM

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

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Elmwood Wealth Management's EEM Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2022, closing a stake of 900 shares — an estimated $44K sold.

Elmwood Wealth Management first reported a position in EEM in Q1 2019 and held it in 8 quarters. The position peaked at $50K in Q2 2021. 1,305 funds tracked by Wall St. Rank hold EEM as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 900 iShares MSCI Emerging Markets ETF shares in Q1 2022, an estimated $44K.
Elmwood Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 8 quarters.
Elmwood Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $50K in Q2 2021.
1,305 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.