Lucia Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lucia Wealth Services’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
2020 Q1	–	Sell	-1,200	Closed	-$54K	–	197
2019 Q4	$54K	Hold	1,200	–	–	0.02%	152
2019 Q3	$49K	Hold	1,200	–	–	0.02%	137
2019 Q2	$51K	Sell	1,200 -200	-14%	-$8.49K	0.02%	145
2019 Q1	$60K	Buy	1,400 +200	+17%	+$8.42K	0.02%	156
2018 Q4	$47K	Sell	1,200 -365	-23%	-$14.6K	0.02%	144
2018 Q3	$67K	Buy	1,565 +365	+30%	+$15.8K	0.02%	176
2018 Q2	$52K	Sell	1,200 -200	-14%	-$9.26K	0.02%	163
2018 Q1	$68K	Buy	+1,400	New	+$68.6K	0.02%	137

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lucia Wealth Services's EEM Position: Q1 2020 in Review

Lucia Wealth Services sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2020, closing a stake of 1,200 shares — an estimated $54K sold.

Lucia Wealth Services first reported a position in EEM in Q1 2018 and held it in 8 quarters. The position peaked at $68K in Q1 2018. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2020.

Lucia Wealth Services reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 1,200 iShares MSCI Emerging Markets ETF shares in Q1 2020, an estimated $54K.
Lucia Wealth Services first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 8 quarters.
Lucia Wealth Services's iShares MSCI Emerging Markets ETF position peaked at $68K in Q1 2018.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.