Kore Private Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Kore Private Wealth’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	–	Sell	-322	Closed	-$12K	–	496
2020 Q2	$12K	Sell	322 -1,898	-85%	-$71K	﹤0.01%	746
2020 Q1	$76K	Sell	2,220 -1,683	-43%	-$69K	0.02%	352
2019 Q4	$175K	Buy	+3,903	New	+$168K	0.03%	267
2019 Q2	–	Sell	-1,861	Closed	-$80K	–	394
2019 Q1	$80K	Sell	1,861 -2,090	-53%	-$88K	0.02%	313
2018 Q4	$154K	Buy	+3,951	New	+$158K	0.04%	232

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kore Private Wealth's EEM Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 322 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in EEM in Q4 2018 and held it in 5 quarters. The position peaked at $175K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Kore Private Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 322 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $12K.
Kore Private Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares MSCI Emerging Markets ETF position peaked at $175K in Q4 2019.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.