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Fortem Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-475
Closed -$25K – 241
2020
Q4 		$25K Buy
+475
New +$22.8K 0.02% 297

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Fortem Financial Group's EEM Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2021, closing a stake of 475 shares — an estimated $25K sold.

Fortem Financial Group first reported a position in EEM in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 1,355 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 475 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $25K.
  • Fortem Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares MSCI Emerging Markets ETF position peaked at $25K in Q4 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.