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MWM
Marietta Wealth Management’s
iShares MSCI Emerging Markets ETF
EEM
Stock Holding History
Marietta Wealth Management’s Portfolio
EEM Stock Details
EEM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-7,270
Closed
-$292K
–
105
2022
Q2
$292K
Buy
+7,270
New
+$305K
0.07%
103
2018
Q4
–
Sell
-9,119
Closed
-$391K
–
115
2018
Q3
$391K
Sell
9,119
-31,040
-77%
-$1.34M
0.17%
102
2018
Q2
$1.74M
Sell
40,159
-28,149
-41%
-$1.3M
0.85%
53
2018
Q1
$3.3M
Buy
68,308
+2,799
+4%
+$137K
1.73%
13
2017
Q4
$3.09M
Buy
65,509
+3,062
+5%
+$142K
1.67%
14
2017
Q3
$2.8M
Buy
62,447
+9,133
+17%
+$402K
1.57%
18
2017
Q2
$2.21M
Buy
53,314
+2,760
+5%
+$112K
1.34%
26
2017
Q1
$1.99M
Buy
50,554
+13,395
+36%
+$509K
1.32%
28
2016
Q4
$1.3M
Buy
+37,159
New
+$1.34M
1.04%
40
Other funds holding EEM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
CWA
CM Wealth Advisors
Beachwood, Ohio
$470M AUM
19.08%
1-Year Est. Return
Retirement Systems of Alabama
Montgomery, Alabama
$30B AUM
26.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SLAM
Swiss Life Asset Management
Zurich
$20.4B AUM
28.71%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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