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

Independence 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
2020 Q3	$2.77M	Sell	62,850 -921	-1%	-$40.4K	0.59%	25
2020 Q2	$2.55M	Sell	63,771 -300	-0.5%	-$11.2K	0.58%	26
2020 Q1	$2.19M	Buy	64,071 +11,410	+22%	+$468K	0.6%	25
2019 Q4	$2.36M	Buy	52,661 +20,949	+66%	+$899K	0.57%	25
2019 Q3	$1.3M	Buy	31,712 +69	+0.2%	+$2.85K	0.32%	33
2019 Q2	$1.36M	Sell	31,643 -591	-2%	-$25.1K	0.35%	30
2019 Q1	$1.38M	Sell	32,234 -91	-0.3%	-$3.83K	0.39%	29
2018 Q4	$1.26M	Sell	32,325 -396	-1%	-$15.9K	0.42%	28
2018 Q3	$1.4M	Hold	32,721	–	–	0.42%	27
2018 Q2	$1.42M	Buy	32,721 +1,670	+5%	+$77.3K	0.45%	27
2018 Q1	$1.5M	Hold	31,051	–	–	0.49%	25
2017 Q4	$1.46M	Sell	31,051 -9,520	-23%	-$441K	0.49%	25
2017 Q3	$1.82M	Sell	40,571 -1,804	-4%	-$79.4K	0.72%	21
2017 Q2	$1.75M	Sell	42,375 -726	-2%	-$29.6K	0.7%	22
2017 Q1	$1.7M	Sell	43,101 -266	-0.6%	-$10.1K	0.71%	20
2016 Q4	$1.52M	Sell	43,367 -2,182	-5%	-$78.7K	0.67%	21
2016 Q3	$1.71M	Sell	45,549 -1,000	-2%	-$36.6K	0.8%	19
2016 Q2	$1.6M	Buy	+46,549	New	+$1.56M	0.84%	17

Other funds holding EEM

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

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

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

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

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

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

SLAM

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

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

Independence Advisors's EEM Position: Q3 2020 in Review

Independence Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.4% in Q3 2020, selling an estimated $40.4K and leaving 62,850 shares worth $2.77M. The position accounts for 0.59% of the portfolio, ranked #25.

Independence Advisors first reported a position in EEM in Q2 2016 and has held it in 18 quarters since. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Independence Advisors held 62,850 shares of iShares MSCI Emerging Markets ETF worth $2.77M as of Q3 2020.
Independence Advisors sold 921 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $40.4K.
iShares MSCI Emerging Markets ETF made up 0.59% of Independence Advisors's portfolio in Q3 2020, its #25 holding.
Independence Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and has held it in 18 quarters since.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.