LWM
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return