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

Emerson Wealth’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 Q2	$568K	Buy	54,963 +853	+2%	+$35.8K	0.37%	12
2022 Q1	$627K	Buy	54,110 +2,029	+4%	+$95.8K	0.35%	12
2021 Q4	$650K	Sell	52,081 -1,932	-4%	-$97.2K	0.34%	12
2021 Q3	$681K	Buy	54,013 +1,936	+4%	+$101K	0.38%	12
2021 Q2	$712K	Buy	52,077 +1,192	+2%	+$64.8K	0.39%	12
2021 Q1	$665K	Buy	50,885 +110	+0.2%	+$6.02K	0.4%	12
2020 Q4	$640K	Sell	50,775 -1,710	-3%	-$82.2K	0.38%	13
2020 Q3	$557K	Sell	52,485 -744	-1%	-$32.6K	0.38%	16
2020 Q2	$510K	Sell	53,229 -4,621	-8%	-$173K	0.36%	16
2020 Q1	$467K	Buy	57,850 +416	+0.7%	+$17.1K	0.41%	17
2019 Q4	$617K	Buy	57,434 +2,671	+5%	+$115K	0.42%	15
2019 Q3	$525K	Sell	54,763 -6,029	-10%	-$249K	0.39%	16
2019 Q2	$612K	Buy	+60,792	New	+$2.58M	0.45%	16

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Emerson Wealth's EEM Position: Q2 2022 in Review

Emerson Wealth increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.6% in Q2 2022, buying an estimated $35.8K and bringing the position to 54,963 shares worth $568K. The position accounts for 0.37% of the portfolio, ranked #12.

Emerson Wealth first reported a position in EEM in Q2 2019 and has held it in 13 quarters since. The position peaked at $712K in Q2 2021. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

Emerson Wealth held 54,963 shares of iShares MSCI Emerging Markets ETF worth $568K as of Q2 2022.
Emerson Wealth bought 853 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $35.8K.
iShares MSCI Emerging Markets ETF made up 0.37% of Emerson Wealth's portfolio in Q2 2022, its #12 holding.
Emerson Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and has held it in 13 quarters since.
Emerson Wealth's iShares MSCI Emerging Markets ETF position peaked at $712K in Q2 2021.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.