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

Hillcrest 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
2024 Q3	–	Sell	-5,775	Closed	-$246K	–	48
2024 Q2	$246K	Hold	5,775	–	–	0.13%	44
2024 Q1	$237K	Sell	5,775 -50	-0.9%	-$1.99K	0.13%	45
2023 Q4	$234K	Hold	5,825	–	–	0.13%	44
2023 Q3	$221K	Hold	5,825	–	–	0.13%	46
2023 Q2	$230K	Hold	5,825	–	–	0.14%	45
2023 Q1	$230K	Sell	5,825 -500	-8%	-$19.9K	0.14%	46
2022 Q4	$240K	Buy	6,325 +500	+9%	+$18.4K	0.14%	44
2022 Q3	$203K	Hold	5,825	–	–	0.13%	49
2022 Q2	$234K	Hold	5,825	–	–	0.14%	47
2022 Q1	$263K	Hold	5,825	–	–	0.15%	44
2021 Q4	$285K	Hold	5,825	–	–	0.15%	45
2021 Q3	$293K	Sell	5,825 -550	-9%	-$28.6K	0.17%	45
2021 Q2	$352K	Buy	+6,375	New	+$346K	0.21%	39

Other funds holding EEM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Hillcrest Wealth Advisors's EEM Position: Q3 2024 in Review

Hillcrest Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2024, closing a stake of 5,775 shares — an estimated $246K sold.

Hillcrest Wealth Advisors first reported a position in EEM in Q2 2021 and held it in 13 quarters. The position peaked at $352K in Q2 2021. 1,282 funds tracked by Wall St. Rank hold EEM as of Q3 2024.

Hillcrest Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Hillcrest Wealth Advisors sold 5,775 iShares MSCI Emerging Markets ETF shares in Q3 2024, an estimated $246K.
Hillcrest Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2021 and held it in 13 quarters.
Hillcrest Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $352K in Q2 2021.
1,282 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2024.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.