Fi3 Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Fi3 Financial Advisors’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
2023 Q2	–	Sell	-8,331	Closed	-$329K	–	74
2023 Q1	$329K	Sell	8,331 -1,535	-16%	-$61K	0.18%	47
2022 Q4	$374K	Buy	9,866 +2,750	+39%	+$101K	0.21%	42
2022 Q3	$248K	Sell	7,116 -819	-10%	-$32K	0.23%	40
2022 Q2	$308K	Sell	7,935 -509	-6%	-$21.4K	0.25%	34
2022 Q1	$381K	Sell	8,444 -21,747	-72%	-$1.03M	0.3%	28
2021 Q4	$1.48M	Buy	30,191 +15,255	+102%	+$768K	0.97%	18
2021 Q3	$752K	Buy	14,936 +630	+4%	+$32.8K	0.5%	21
2021 Q2	$747K	Buy	14,306 +228	+2%	+$12.4K	0.51%	22
2021 Q1	$751K	Buy	+14,078	New	+$771K	0.65%	20

Other funds holding EEM

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

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

Fi3 Financial Advisors's EEM Position: Q2 2023 in Review

Fi3 Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2023, closing a stake of 8,331 shares — an estimated $329K sold.

Fi3 Financial Advisors first reported a position in EEM in Q1 2021 and held it in 9 quarters. The position peaked at $1.48M in Q4 2021. 1,323 funds tracked by Wall St. Rank hold EEM as of Q2 2023.

Fi3 Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Fi3 Financial Advisors sold 8,331 iShares MSCI Emerging Markets ETF shares in Q2 2023, an estimated $329K.
Fi3 Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and held it in 9 quarters.
Fi3 Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.48M in Q4 2021.
1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2023.

Based on Fi3 Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.