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

Momentum 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
2022 Q4	$213K	Sell	5,621 -797	-12%	-$29.4K	0.22%	78
2022 Q3	$224K	Sell	6,418 -69	-1%	-$2.69K	0.25%	64
2022 Q2	$260K	Buy	+6,487	New	+$272K	0.29%	47

Other funds holding EEM

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SLAM

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

Momentum Advisors's EEM Position: Q4 2022 in Review

Momentum Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 12% in Q4 2022, selling an estimated $29.4K and leaving 5,621 shares worth $213K. The position accounts for 0.22% of the portfolio, ranked #78.

Momentum Advisors first reported a position in EEM in Q2 2022 and has held it in 3 quarters since. The position peaked at $260K in Q2 2022. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Momentum Advisors held 5,621 shares of iShares MSCI Emerging Markets ETF worth $213K as of Q4 2022.
Momentum Advisors sold 797 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $29.4K.
iShares MSCI Emerging Markets ETF made up 0.22% of Momentum Advisors's portfolio in Q4 2022, its #78 holding.
Momentum Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's iShares MSCI Emerging Markets ETF position peaked at $260K in Q2 2022.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.