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

Fortis 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
2020 Q3	–	Sell	-492	Closed	-$20K	–	159
2020 Q2	$20K	Sell	492 -31,460	-98%	-$1.18M	0.02%	139
2020 Q1	$1.09M	Buy	31,952 +2,643	+9%	+$108K	0.73%	24
2019 Q4	$1.31M	Buy	29,309 +2,661	+10%	+$114K	0.8%	24
2019 Q3	$1.09M	Buy	26,648 +2,218	+9%	+$91.6K	0.51%	26
2019 Q2	$1.05M	Buy	24,430 +242	+1%	+$10.3K	0.51%	26
2019 Q1	$1.04M	Buy	24,188 +2,268	+10%	+$95.5K	0.54%	24
2018 Q4	$856K	Buy	21,920 +16,850	+332%	+$675K	0.52%	25
2018 Q3	$218K	Hold	5,070	–	–	0.12%	69
2018 Q2	$220K	Buy	5,070 +3,461	+215%	+$160K	0.13%	70
2018 Q1	$78K	Sell	1,609 -233	-13%	-$11.4K	0.04%	157
2017 Q4	$87K	Buy	1,842 +18	+1%	+$833	0.05%	147
2017 Q3	$82K	Buy	+1,824	New	+$80.3K	0.06%	141

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 $30B AUM 26.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

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

Fortis Advisors's EEM Position: Q3 2020 in Review

Fortis Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 492 shares — an estimated $20K sold.

Fortis Advisors first reported a position in EEM in Q3 2017 and held it in 12 quarters. The position peaked at $1.31M in Q4 2019. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Fortis Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Fortis Advisors sold 492 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $20K.
Fortis Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2017 and held it in 12 quarters.
Fortis Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.31M in Q4 2019.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.