Graves Light Lenhart Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-764	Closed	-$31K	–	291
2022 Q2	$31K	Hold	764	–	–	﹤0.01%	357
2022 Q1	$34K	Hold	764	–	–	﹤0.01%	400
2021 Q4	$37K	Hold	764	–	–	0.01%	443
2021 Q3	$38K	Hold	764	–	–	0.01%	411
2021 Q2	$42K	Hold	764	–	–	0.01%	407
2021 Q1	$41K	Hold	764	–	–	0.01%	406
2020 Q4	$39K	Buy	+764	New	+$36.7K	0.01%	404

Other funds holding EEM

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

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

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

Graves Light Lenhart Wealth's EEM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 764 shares — an estimated $31K sold.

Graves Light Lenhart Wealth first reported a position in EEM in Q4 2020 and held it in 7 quarters. The position peaked at $42K in Q2 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 764 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $31K.
Graves Light Lenhart Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares MSCI Emerging Markets ETF position peaked at $42K in Q2 2021.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.