Interchange Capital Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Interchange Capital 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
2022 Q3	–	Sell	-5,899	Closed	-$236K	–	154
2022 Q2	$236K	Buy	+5,899	New	+$247K	0.27%	122
2022 Q1	–	Sell	-4,299	Closed	-$210K	–	159
2021 Q4	$210K	Buy	+4,299	New	+$216K	0.21%	144
2021 Q1	–	Sell	-93	Closed	-$4K	–	467
2020 Q4	$4K	Buy	+93	New	+$4.47K	﹤0.01%	972

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

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

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Interchange Capital Partners's EEM Position: Q3 2022 in Review

Interchange Capital Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 5,899 shares — an estimated $236K sold.

Interchange Capital Partners first reported a position in EEM in Q4 2020 and held it in 3 quarters. The position peaked at $236K in Q2 2022. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Interchange Capital Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Interchange Capital Partners sold 5,899 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $236K.
Interchange Capital Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
Interchange Capital Partners's iShares MSCI Emerging Markets ETF position peaked at $236K in Q2 2022.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Interchange Capital Partners's 13F filing for Q3 2022, filed 7 Nov 2022.