Icon Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-3,206	Closed	-$138K	–	327
2019 Q1	$138K	Sell	3,206 -1,435	-31%	-$60.4K	0.05%	189
2018 Q4	$181K	Buy	4,641 +1,235	+36%	+$49.5K	0.09%	147
2018 Q3	$146K	Sell	3,406 -1,403	-29%	-$60.6K	0.06%	210
2018 Q2	$208K	Buy	4,809 +1,210	+34%	+$56K	0.09%	153
2018 Q1	$174K	Buy	3,599 +1,450	+67%	+$71.1K	0.09%	179
2017 Q4	$101K	Buy	+2,149	New	+$99.4K	0.05%	275

Other funds holding EEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Icon Wealth Partners's EEM Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2019, closing a stake of 3,206 shares — an estimated $138K sold.

Icon Wealth Partners first reported a position in EEM in Q4 2017 and held it in 6 quarters. The position peaked at $208K in Q2 2018. 1,201 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

Icon Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 3,206 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $138K.
Icon Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
Icon Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $208K in Q2 2018.
1,201 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.