Journey Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Journey Advisory 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
2023 Q1	–	Sell	-5,397	Closed	-$205K	–	237
2022 Q4	$205K	Sell	5,397 -1,708	-24%	-$63K	0.05%	217
2022 Q3	$248K	Sell	7,105 -1,120	-14%	-$43.7K	0.06%	205
2022 Q2	$326K	Buy	8,225 +153	+2%	+$6.42K	0.07%	193
2022 Q1	$364K	Sell	8,072 -100	-1%	-$4.72K	0.09%	165
2021 Q4	$399K	Sell	8,172 -379	-4%	-$19.1K	0.11%	155
2021 Q3	$431K	Sell	8,551 -2,490	-23%	-$130K	0.14%	131
2021 Q2	$609K	Sell	11,041 -282	-2%	-$15.3K	0.19%	103
2021 Q1	$604K	Buy	11,323 +1,883	+20%	+$103K	0.21%	97
2020 Q4	$488K	Buy	+9,440	New	+$454K	0.18%	104

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Journey Advisory Group's EEM Position: Q1 2023 in Review

Journey Advisory Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 5,397 shares — an estimated $205K sold.

Journey Advisory Group first reported a position in EEM in Q4 2020 and held it in 9 quarters. The position peaked at $609K in Q2 2021. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Journey Advisory Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Journey Advisory Group sold 5,397 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $205K.
Journey Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 9 quarters.
Journey Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $609K in Q2 2021.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.