New England Guild Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

New England Guild 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
2022 Q4	$2.13M	Sell	56,334 -16,108	-22%	-$594K	1.13%	23
2022 Q3	$2.53M	Sell	72,442 -11,767	-14%	-$459K	1.53%	18
2022 Q2	$3.38M	Buy	84,209 +2,833	+3%	+$119K	2.08%	16
2022 Q1	$3.67M	Sell	81,376 -7,717	-9%	-$364K	1.95%	16
2021 Q4	$4.35M	Sell	89,093 -1,897	-2%	-$95.4K	2.18%	15
2021 Q3	$4.58M	Sell	90,990 -500	-0.5%	-$26K	2.43%	15
2021 Q2	$5.05M	Sell	91,490 -3,658	-4%	-$199K	2.74%	13
2021 Q1	$5.08M	Buy	95,148 +22,388	+31%	+$1.23M	2.85%	10
2020 Q4	$3.76M	Buy	72,760 +14,396	+25%	+$692K	2.23%	17
2020 Q3	$2.57M	Sell	58,364 -4,451	-7%	-$195K	1.8%	19
2020 Q2	$2.51M	Buy	62,815 +24,844	+65%	+$930K	1.85%	17
2020 Q1	$1.3M	Sell	37,971 -21,505	-36%	-$882K	1.16%	25
2019 Q4	$2.67M	Sell	59,476 -15,594	-21%	-$669K	1.92%	20
2019 Q3	$3.07M	Buy	75,070 +1,519	+2%	+$62.7K	2.2%	19
2019 Q2	$3.16M	Buy	73,551 +2,307	+3%	+$97.9K	2.34%	17
2019 Q1	$3.04M	Buy	71,244 +4,223	+6%	+$178K	2.3%	17
2018 Q4	$2.62M	Buy	67,021 +8,866	+15%	+$355K	2.2%	17
2018 Q3	$2.5M	Sell	58,155 -3,434	-6%	-$148K	2.25%	17
2018 Q2	$2.67M	Buy	61,589 +1,554	+3%	+$71.9K	2.44%	17
2018 Q1	$2.9M	Buy	60,035 +1,339	+2%	+$65.7K	2.74%	16
2017 Q4	$2.77M	Buy	+58,696	New	+$2.72M	2.65%	17

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

New England Guild Wealth Advisors's EEM Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 22% in Q4 2022, selling an estimated $594K and leaving 56,334 shares worth $2.13M. The position accounts for 1.13% of the portfolio, ranked #23.

New England Guild Wealth Advisors first reported a position in EEM in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.08M in Q1 2021. 1,317 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

New England Guild Wealth Advisors held 56,334 shares of iShares MSCI Emerging Markets ETF worth $2.13M as of Q4 2022.
New England Guild Wealth Advisors sold 16,108 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $594K.
iShares MSCI Emerging Markets ETF made up 1.13% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #23 holding.
New England Guild Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $5.08M in Q1 2021.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.