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

Engrave Wealth Partners’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
-66
Closed -$2K – 167
2020
Q2 		$2K Hold
66
– – ﹤0.01% 395
2020
Q1 		$2K Sell
66
-481
-88% -$19.7K ﹤0.01% 347
2019
Q4 		$24K Buy
+547
New +$23.5K 0.02% 193

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Engrave Wealth Partners's EEM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 66 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in EEM in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 66 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $24K in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.