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

Liberty 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
2021 Q4	–	Sell	-352	Closed	-$18K	–	427
2021 Q3	$18K	Hold	352	–	–	0.01%	673
2021 Q2	$19K	Buy	352 +2	+0.6%	+$109	0.01%	517
2021 Q1	$19K	Hold	350	–	–	0.01%	469
2020 Q4	$19K	Buy	350 +3	+0.9%	+$144	0.01%	466
2020 Q3	$15K	Buy	+347	New	+$15.2K	0.01%	445
2020 Q1	–	Sell	-1,028	Closed	-$46K	–	906
2019 Q4	$46K	Buy	1,028 +21	+2%	+$901	0.04%	259
2019 Q3	$41K	Sell	1,007 -35	-3%	-$1.45K	0.04%	261
2019 Q2	$45K	Buy	1,042 +42	+4%	+$1.78K	0.04%	261
2019 Q1	$42K	Buy	+1,000	New	+$42.1K	0.03%	222

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

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Liberty Wealth Management's EEM Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 352 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in EEM in Q1 2019 and held it in 9 quarters. The position peaked at $46K in Q4 2019. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 352 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 9 quarters.
Liberty Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $46K in Q4 2019.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.