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Global Financial Private Client’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Global Financial Private Client’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,645
Closed -$138K – 647
2021
Q3 		$138K Buy
1,645
+1,021
+164% +$89K 0.07% 159
2021
Q2 		$57.4K Buy
+624
New +$57K 0.03% 235

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Global Financial Private Client's EEMA Position: Q4 2021 in Review

Global Financial Private Client sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2021, closing a stake of 1,645 shares — an estimated $138K sold.

Global Financial Private Client first reported a position in EEMA in Q2 2021 and held it in 2 quarters. The position peaked at $138K in Q3 2021. 117 funds tracked by Wall St. Rank hold EEMA as of Q4 2021.

  • Global Financial Private Client reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2021 after selling out during the quarter.
  • Global Financial Private Client sold 1,645 iShares MSCI Emerging Markets Asia ETF shares in Q4 2021, an estimated $138K.
  • Global Financial Private Client first reported a position in iShares MSCI Emerging Markets Asia ETF in Q2 2021 and held it in 2 quarters.
  • Global Financial Private Client's iShares MSCI Emerging Markets Asia ETF position peaked at $138K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2021.

Based on Global Financial Private Client's 13F filing for Q4 2021, filed 16 May 2024.