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

Executive 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
2021 Q4	–	Sell	-4,125	Closed	-$207K	–	200
2021 Q3	$207K	Hold	4,125	–	–	0.02%	177
2021 Q2	$227K	Sell	4,125 -3	-0.1%	-$163	0.02%	175
2021 Q1	$220K	Buy	+4,128	New	+$226K	0.03%	176
2019 Q3	–	Sell	-3,115	Closed	-$134K	–	318
2019 Q2	$134K	Buy	3,115 +23	+0.7%	+$976	0.02%	193
2019 Q1	$133K	Buy	3,092 +494	+19%	+$20.8K	0.02%	177
2018 Q4	$101K	Buy	+2,598	New	+$104K	0.02%	198

Other funds holding EEM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Executive Wealth Management's EEM Position: Q4 2021 in Review

Executive Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 4,125 shares — an estimated $207K sold.

Executive Wealth Management first reported a position in EEM in Q4 2018 and held it in 6 quarters. The position peaked at $227K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Executive Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Executive Wealth Management sold 4,125 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $207K.
Executive Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Executive Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $227K in Q2 2021.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Executive Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.