LWS Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$660K	Sell	16,404 -287	-2%	-$11.1K	0.25%	41
2023 Q3	$633K	Buy	16,691 +45	+0.3%	+$1.78K	0.28%	39
2023 Q2	$659K	Sell	16,646 -2,166	-12%	-$85.2K	0.28%	39
2023 Q1	$742K	Sell	18,812 -1,252	-6%	-$49.8K	0.3%	35
2022 Q4	$760K	Sell	20,064 -9,883	-33%	-$365K	0.32%	33
2022 Q3	$1.04M	Sell	29,947 -23,689	-44%	-$924K	0.4%	32
2022 Q2	$2.15M	Buy	53,636 +43,813	+446%	+$1.84M	1.01%	28
2022 Q1	$444K	Sell	9,823 -7,630	-44%	-$360K	0.19%	43
2021 Q4	$853K	Buy	17,453 +10,624	+156%	+$535K	0.35%	34
2021 Q3	$344K	Buy	6,829 +1,066	+18%	+$55.5K	0.15%	44
2021 Q2	$318K	Buy	5,763 +1,575	+38%	+$85.6K	0.14%	45
2021 Q1	$223K	Buy	4,188 +308	+8%	+$16.9K	0.1%	56
2020 Q4	$201K	Buy	+3,880	New	+$187K	0.09%	58
2020 Q1	–	Sell	-13,907	Closed	-$624K	–	55
2019 Q4	$624K	Buy	+13,907	New	+$597K	0.32%	36

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

LWS Wealth Advisors's EEM Position: Q4 2023 in Review

LWS Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.7% in Q4 2023, selling an estimated $11.1K and leaving 16,404 shares worth $660K. The position accounts for 0.25% of the portfolio, ranked #41.

LWS Wealth Advisors first reported a position in EEM in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.15M in Q2 2022. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

LWS Wealth Advisors held 16,404 shares of iShares MSCI Emerging Markets ETF worth $660K as of Q4 2023.
LWS Wealth Advisors sold 287 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $11.1K.
iShares MSCI Emerging Markets ETF made up 0.25% of LWS Wealth Advisors's portfolio in Q4 2023, its #41 holding.
LWS Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 14 quarters since.
LWS Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.15M in Q2 2022.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.