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

Integer Wealth Advisors Group’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
2021 Q1	$754K	Sell	14,073 -15,418	-52%	-$844K	0.41%	39
2020 Q4	$1.56M	Buy	29,491 +3,080	+12%	+$148K	1.03%	28
2020 Q3	$1.16M	Buy	26,411 +2,716	+11%	+$119K	1.07%	24
2020 Q2	$1.03M	Sell	23,695 -317	-1%	-$11.9K	1.06%	24
2020 Q1	$885K	Buy	24,012 +2,516	+12%	+$103K	1.01%	25
2019 Q4	$939K	Buy	+21,496	New	+$923K	0.93%	27

Other funds holding EEM

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

SLAM

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Integer Wealth Advisors Group's EEM Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 52% in Q1 2021, selling an estimated $844K and leaving 14,073 shares worth $754K. The position accounts for 0.41% of the portfolio, ranked #39.

Integer Wealth Advisors Group first reported a position in EEM in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2020. 1,356 funds tracked by Wall St. Rank hold EEM as of Q1 2021.

Integer Wealth Advisors Group held 14,073 shares of iShares MSCI Emerging Markets ETF worth $754K as of Q1 2021.
Integer Wealth Advisors Group sold 15,418 iShares MSCI Emerging Markets ETF shares in Q1 2021, an estimated $844K.
iShares MSCI Emerging Markets ETF made up 0.41% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #39 holding.
Integer Wealth Advisors Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares MSCI Emerging Markets ETF position peaked at $1.56M in Q4 2020.
1,356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.