LPWM
EEM icon

Lake Point Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lake Point Wealth Management’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 		$4K Hold
100
– – ﹤0.01% 450
2019
Q1 		$4K Hold
100
– – ﹤0.01% 450
2018
Q4 		$4K Buy
+100
New +$4.01K ﹤0.01% 584

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lake Point Wealth Management's EEM Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2019 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Lake Point Wealth Management first reported a position in EEM in Q4 2018 and has held it in 3 quarters since. 1,201 funds tracked by Wall St. Rank hold EEM as of Q2 2019.

  • Lake Point Wealth Management held 100 shares of iShares MSCI Emerging Markets ETF worth $4K as of Q2 2019.
  • Lake Point Wealth Management left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2019.
  • iShares MSCI Emerging Markets ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #450 holding.
  • Lake Point Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • 1,201 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.