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

Evergreen Wealth Solutions’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 Q4	–	Sell	-11,548	Closed	-$403K	–	95
2022 Q3	$403K	Buy	11,548 +5,263	+84%	+$205K	0.57%	58
2022 Q2	$252K	Sell	6,285 -1,331	-17%	-$55.8K	0.31%	90
2022 Q1	$344K	Sell	7,616 -8,022	-51%	-$379K	0.33%	74
2021 Q4	$764K	Buy	+15,638	New	+$787K	0.69%	38

Other funds holding EEM

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Evergreen Wealth Solutions's EEM Position: Q4 2022 in Review

Evergreen Wealth Solutions sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2022, closing a stake of 11,548 shares — an estimated $403K sold.

Evergreen Wealth Solutions first reported a position in EEM in Q4 2021 and held it in 4 quarters. The position peaked at $764K in Q4 2021. 1,318 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Evergreen Wealth Solutions reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Evergreen Wealth Solutions sold 11,548 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $403K.
Evergreen Wealth Solutions first reported a position in iShares MSCI Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
Evergreen Wealth Solutions's iShares MSCI Emerging Markets ETF position peaked at $764K in Q4 2021.
1,318 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.