Great Diamond Partners’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Great Diamond Partners’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 Q3	–	Sell	-79,562	Closed	-$7.36M	–	207
2021 Q2	$7.36M	Buy	79,562 +2,824	+4%	+$258K	2.08%	7
2021 Q1	$6.96M	Sell	76,738 -3,964	-5%	-$371K	2.14%	7
2020 Q4	$7.06M	Buy	+80,702	New	+$6.59M	2.25%	7

Other funds holding EEMA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Great Diamond Partners's EEMA Position: Q3 2021 in Review

Great Diamond Partners sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2021, closing a stake of 79,562 shares — an estimated $7.36M sold.

Great Diamond Partners first reported a position in EEMA in Q4 2020 and held it in 3 quarters. The position peaked at $7.36M in Q2 2021. 112 funds tracked by Wall St. Rank hold EEMA as of Q3 2021.

Great Diamond Partners reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2021 after selling out during the quarter.
Great Diamond Partners sold 79,562 iShares MSCI Emerging Markets Asia ETF shares in Q3 2021, an estimated $7.36M.
Great Diamond Partners first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 3 quarters.
Great Diamond Partners's iShares MSCI Emerging Markets Asia ETF position peaked at $7.36M in Q2 2021.
112 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2021.

Based on Great Diamond Partners's 13F filing for Q3 2021, filed 21 Oct 2021.