Legacy Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Legacy Financial Advisors’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	-21,223	Closed	-$851K	–	228
2022 Q2	$851K	Buy	21,223 +3,452	+19%	+$145K	0.21%	54
2022 Q1	$802K	Sell	17,771 -50,665	-74%	-$2.39M	0.18%	63
2021 Q4	$3.34M	Buy	68,436 +47,350	+225%	+$2.38M	0.77%	13
2021 Q3	$1.06M	Sell	21,086 -14,504	-41%	-$755K	0.26%	37
2021 Q2	$1.96M	Buy	35,590 +21,463	+152%	+$1.17M	0.5%	18
2021 Q1	$754K	Hold	14,127	–	–	0.21%	45
2020 Q4	$730K	Sell	14,127 -71	-0.5%	-$3.41K	0.21%	44
2020 Q3	$626K	Hold	14,198	–	–	0.19%	48
2020 Q2	$568K	Hold	14,198	–	–	0.2%	33
2020 Q1	$520K	Buy	14,198 +2,309	+19%	+$94.7K	0.19%	39
2019 Q4	$533K	Buy	11,889 +1,678	+16%	+$72K	0.17%	59
2019 Q3	$417K	Hold	10,211	–	–	0.14%	73
2019 Q2	$438K	Sell	10,211 -429	-4%	-$18.2K	0.15%	71
2019 Q1	$457K	Buy	10,640 +3,568	+50%	+$150K	0.15%	65
2018 Q4	$276K	Hold	7,072	–	–	0.11%	82
2018 Q3	$303K	Sell	7,072 -3,981	-36%	-$172K	0.11%	78
2018 Q2	$485K	Hold	11,053	–	–	0.18%	51
2018 Q1	$531K	Hold	11,053	–	–	0.21%	45
2017 Q4	$520K	Buy	+11,053	New	+$511K	0.21%	41

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 $33.2B AUM 38.15% 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 $24.1B AUM 38.82% 1-Year Est. Return

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

Legacy Financial Advisors's EEM Position: Q3 2022 in Review

Legacy Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 21,223 shares — an estimated $851K sold.

Legacy Financial Advisors first reported a position in EEM in Q4 2017 and held it in 19 quarters. The position peaked at $3.34M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Legacy Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Legacy Financial Advisors sold 21,223 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $851K.
Legacy Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 19 quarters.
Legacy Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $3.34M in Q4 2021.
1,218 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Legacy Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.