GSWM
EEMA icon

Golden State Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Golden State Wealth Management’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
2022
Q1 		$478K Sell
6,475
-6,240
-49% -$487K 0.09% 178
2021
Q4 		$1.04M Buy
12,715
+18
+0.1% +$1.52K 0.18% 120
2021
Q3 		$1.07M Sell
12,697
-251
-2% -$21.9K 0.23% 79
2021
Q2 		$1.2M Buy
+12,948
New +$1.18M 0.26% 77

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Golden State Wealth Management's EEMA Position: Q1 2022 in Review

Golden State Wealth Management reduced its iShares MSCI Emerging Markets Asia ETF (EEMA) stake by 49% in Q1 2022, selling an estimated $487K and leaving 6,475 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #178.

Golden State Wealth Management first reported a position in EEMA in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2021. 108 funds tracked by Wall St. Rank hold EEMA as of Q1 2022.

  • Golden State Wealth Management held 6,475 shares of iShares MSCI Emerging Markets Asia ETF worth $478K as of Q1 2022.
  • Golden State Wealth Management sold 6,240 iShares MSCI Emerging Markets Asia ETF shares in Q1 2022, an estimated $487K.
  • iShares MSCI Emerging Markets Asia ETF made up 0.09% of Golden State Wealth Management's portfolio in Q1 2022, its #178 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q2 2021 and has held it in 4 quarters since.
  • Golden State Wealth Management's iShares MSCI Emerging Markets Asia ETF position peaked at $1.2M in Q2 2021.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.