IWS
EEM icon

Insight Wealth Strategies’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Insight Wealth Strategies’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
-51,280
Closed -$2.2M – 161
2019
Q1 		$2.2M Buy
51,280
+16,946
+49% +$713K 0.62% 31
2018
Q4 		$1.34M Buy
+34,334
New +$1.38M 0.41% 36

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Strategies's EEM Position: Q2 2019 in Review

Insight Wealth Strategies sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2019, closing a stake of 51,280 shares — an estimated $2.2M sold.

Insight Wealth Strategies first reported a position in EEM in Q4 2018 and held it in 2 quarters. The position peaked at $2.2M in Q1 2019. 1,202 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

  • Insight Wealth Strategies reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 51,280 iShares MSCI Emerging Markets ETF shares in Q2 2019, an estimated $2.2M.
  • Insight Wealth Strategies first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares MSCI Emerging Markets ETF position peaked at $2.2M in Q1 2019.
  • 1,202 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.