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LWM Advisory Services’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

LWM Advisory Services’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,907
Closed -$218K – 115
2022
Q1 		$218K Hold
2,907
– – 0.27% 105
2021
Q4 		$238K Buy
+2,907
New +$246K 0.3% 93

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM Advisory Services's EEMA Position: Q2 2022 in Review

LWM Advisory Services sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2022, closing a stake of 2,907 shares — an estimated $218K sold.

LWM Advisory Services first reported a position in EEMA in Q4 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 93 funds tracked by Wall St. Rank hold EEMA as of Q2 2022.

  • LWM Advisory Services reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2022 after selling out during the quarter.
  • LWM Advisory Services sold 2,907 iShares MSCI Emerging Markets Asia ETF shares in Q2 2022, an estimated $218K.
  • LWM Advisory Services first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's iShares MSCI Emerging Markets Asia ETF position peaked at $238K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.