LWPC
EEM icon

Legacy Wealth Partners (California)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$216K Buy
3,918
+105
+3% +$5.71K 0.12% 85
2021
Q1 		$203K Sell
3,813
-406
-10% -$22.2K 0.12% 81
2020
Q4 		$218K Buy
+4,219
New +$203K 0.14% 85
2020
Q1 		– Sell
-4,899
Closed -$215K – 87
2019
Q4 		$215K Buy
+4,899
New +$210K 0.16% 85

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Partners (California)'s EEM Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its iShares MSCI Emerging Markets ETF (EEM) stake by 2.8% in Q2 2021, buying an estimated $5.71K and bringing the position to 3,918 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #85.

Legacy Wealth Partners (California) first reported a position in EEM in Q4 2019 and has held it in 4 quarters since. The position peaked at $218K in Q4 2020. 1,332 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,918 shares of iShares MSCI Emerging Markets ETF worth $216K as of Q2 2021.
  • Legacy Wealth Partners (California) bought 105 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $5.71K.
  • iShares MSCI Emerging Markets ETF made up 0.12% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #85 holding.
  • Legacy Wealth Partners (California) first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 4 quarters since.
  • Legacy Wealth Partners (California)'s iShares MSCI Emerging Markets ETF position peaked at $218K in Q4 2020.
  • 1,332 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.