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

My Legacy 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
Q3 		– Sell
-7,775
Closed -$321K – 210
2023
Q2 		$321K Sell
7,775
-321
-4% -$12.6K 0.13% 178
2023
Q1 		$319K Sell
8,096
-384
-5% -$15.3K 0.14% 177
2022
Q4 		$347K Sell
8,480
-3,010
-26% -$111K 0.15% 175
2022
Q3 		$393K Buy
+11,490
New +$448K 0.2% 165

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

My Legacy Advisors's EEM Position: Q3 2023 in Review

My Legacy Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2023, closing a stake of 7,775 shares — an estimated $321K sold.

My Legacy Advisors first reported a position in EEM in Q3 2022 and held it in 4 quarters. The position peaked at $393K in Q3 2022. 1,276 funds tracked by Wall St. Rank hold EEM as of Q3 2023.

  • My Legacy Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 7,775 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $321K.
  • My Legacy Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2022 and held it in 4 quarters.
  • My Legacy Advisors's iShares MSCI Emerging Markets ETF position peaked at $393K in Q3 2022.
  • 1,276 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.