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Morton Brown Family Wealth’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Morton Brown Family Wealth’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
2023
Q2 		– Sell
-135
Closed -$8.97K – 215
2023
Q1 		$8.97K Buy
+135
New +$9.04K 0.01% 137

Other funds holding EEMA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morton Brown Family Wealth's EEMA Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q2 2023, closing a stake of 135 shares — an estimated $8.97K sold.

Morton Brown Family Wealth first reported a position in EEMA in Q1 2023 and held it in 1 quarter. The position peaked at $8.97K in Q1 2023. 96 funds tracked by Wall St. Rank hold EEMA as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 135 iShares MSCI Emerging Markets Asia ETF shares in Q2 2023, an estimated $8.97K.
  • Morton Brown Family Wealth first reported a position in iShares MSCI Emerging Markets Asia ETF in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares MSCI Emerging Markets Asia ETF position peaked at $8.97K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.