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

Guidant Wealth 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
2019 Q3	$3.24M	Sell	79,324 -3	-0%	-$124	1.2%	26
2019 Q2	$3.4M	Sell	79,327 -1,031	-1%	-$43.8K	1.31%	24
2019 Q1	$3.45M	Sell	80,358 -116	-0.1%	-$4.88K	1.34%	24
2018 Q4	$3.14M	Buy	+80,474	New	+$3.22M	1.47%	20
2017 Q3	–	Sell	-82,754	Closed	-$3.44M	–	198
2017 Q2	$3.44M	Sell	82,754 -32,275	-28%	-$1.31M	1.77%	20
2017 Q1	$4.54M	Sell	115,029 -21,928	-16%	-$833K	2.38%	14
2016 Q4	$5.01M	Sell	136,957 -59,879	-30%	-$2.16M	2.84%	10
2016 Q3	$7.34M	Buy	+196,836	New	+$7.2M	4.52%	4

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

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

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

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

SLAM

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

Guidant Wealth Advisors's EEM Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0% in Q3 2019, selling an estimated $124 and leaving 79,324 shares worth $3.24M. The position accounts for 1.2% of the portfolio, ranked #26.

Guidant Wealth Advisors first reported a position in EEM in Q3 2016 and has held it in 8 quarters since. The position peaked at $7.34M in Q3 2016. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Guidant Wealth Advisors held 79,324 shares of iShares MSCI Emerging Markets ETF worth $3.24M as of Q3 2019.
Guidant Wealth Advisors sold 3 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $124.
iShares MSCI Emerging Markets ETF made up 1.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #26 holding.
Guidant Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $7.34M in Q3 2016.
1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.