EWM
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EPG Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

EPG Wealth Management’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-203
Closed -$12K – 307
2020
Q1 		$12K Sell
203
-68
-25% -$4.49K 0.01% 462
2019
Q4 		$19K Buy
+271
New +$18.2K 0.01% 356

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

EPG Wealth Management's EEMA Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2020, closing a stake of 203 shares — an estimated $12K sold.

EPG Wealth Management first reported a position in EEMA in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 63 funds tracked by Wall St. Rank hold EEMA as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 203 iShares MSCI Emerging Markets Asia ETF shares in Q2 2020, an estimated $12K.
  • EPG Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $19K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.