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

New England Private 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
2021 Q2	–	Sell	-54,235	Closed	-$2.89M	–	103
2021 Q1	$2.89M	Buy	54,235 +152	+0.3%	+$8.32K	0.5%	41
2020 Q4	$2.79M	Buy	54,083 +655	+1%	+$31.5K	0.61%	34
2020 Q3	$2.35M	Hold	53,428	–	–	0.59%	34
2020 Q2	$2.14M	Buy	53,428 +1,348	+3%	+$50.5K	0.58%	34
2020 Q1	$1.78M	Hold	52,080	–	–	0.61%	34
2019 Q4	$2.33M	Buy	52,080 +1,243	+2%	+$53.4K	0.61%	35
2019 Q3	$2.08M	Hold	50,837	–	–	0.5%	39
2019 Q2	$2.18M	Buy	50,837 +364	+0.7%	+$15.5K	0.53%	37
2019 Q1	$2.17M	Hold	50,473	–	–	0.56%	35
2018 Q4	$1.97M	Buy	50,473 +872	+2%	+$34.9K	0.58%	35
2018 Q3	$2.13M	Hold	49,601	–	–	0.57%	37
2018 Q2	$2.15M	Buy	49,601 +4,687	+10%	+$217K	0.61%	35
2018 Q1	$2.17M	Buy	44,914 +16,581	+59%	+$813K	0.61%	36
2017 Q4	$1.34M	Buy	28,333 +7,626	+37%	+$353K	0.38%	49
2017 Q3	$928K	Buy	20,707 +1,800	+10%	+$79.2K	0.28%	56
2017 Q2	$783K	Buy	18,907 +84	+0.4%	+$3.42K	0.24%	60
2017 Q1	$741K	Buy	+18,823	New	+$715K	0.24%	60

Other funds holding EEM

BlackRock New York $5.72T 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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Private Wealth Advisors's EEM Position: Q2 2021 in Review

New England Private Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 54,235 shares — an estimated $2.89M sold.

New England Private Wealth Advisors first reported a position in EEM in Q1 2017 and held it in 17 quarters. The position peaked at $2.89M in Q1 2021. 1,333 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

New England Private Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
New England Private Wealth Advisors sold 54,235 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $2.89M.
New England Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 17 quarters.
New England Private Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.89M in Q1 2021.
1,333 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on New England Private Wealth Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.