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Hudson Valley Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Hudson Valley Investment 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
2022
Q3 		– Sell
-5,353
Closed -$215K – 217
2022
Q2 		$215K Sell
5,353
-548
-9% -$23K 0.03% 186
2022
Q1 		$266K Buy
5,901
+130
+2% +$6.13K 0.04% 186
2021
Q4 		$282K Sell
5,771
-950
-14% -$47.8K 0.04% 160
2021
Q3 		$339K Buy
6,721
+378
+6% +$19.7K 0.06% 148
2021
Q2 		$350K Buy
6,343
+300
+5% +$16.3K 0.06% 138
2021
Q1 		$322K Sell
6,043
-319
-5% -$17.5K 0.06% 138
2020
Q4 		$329K Sell
6,362
-55
-0.9% -$2.65K 0.06% 131
2020
Q3 		$283K Buy
6,417
+3
+0% +$132 0.06% 127
2020
Q2 		$256K Sell
6,414
-50
-0.8% -$1.87K 0.06% 132
2020
Q1 		$221K Sell
6,464
-475
-7% -$19.5K 0.06% 133
2019
Q4 		$311K Hold
6,939
– – 0.07% 135
2019
Q3 		$284K Sell
6,939
-43
-0.6% -$1.77K 0.07% 135
2019
Q2 		$300K Buy
+6,982
New +$296K 0.07% 138

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hudson Valley Investment Advisors's EEM Position: Q3 2022 in Review

Hudson Valley Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 5,353 shares — an estimated $215K sold.

Hudson Valley Investment Advisors first reported a position in EEM in Q2 2019 and held it in 13 quarters. The position peaked at $350K in Q2 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

  • Hudson Valley Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 5,353 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $215K.
  • Hudson Valley Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2019 and held it in 13 quarters.
  • Hudson Valley Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $350K in Q2 2021.
  • 1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.