Northstar Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Northstar Wealth Partners’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
2020 Q3	$312K	Sell	7,090 -4,352	-38%	-$191K	0.15%	113
2020 Q2	$457K	Buy	11,442 +2,298	+25%	+$86K	0.19%	107
2020 Q1	$312K	Sell	9,144 -11,884	-57%	-$488K	0.16%	126
2019 Q4	$943K	Sell	21,028 -425	-2%	-$18.2K	0.39%	81
2019 Q3	$877K	Sell	21,453 -5,779	-21%	-$239K	0.38%	79
2019 Q2	$1.17M	Buy	27,232 +10,914	+67%	+$463K	0.52%	60
2019 Q1	$700K	Buy	16,318 +2,375	+17%	+$100K	0.32%	87
2018 Q4	$545K	Buy	+13,943	New	+$559K	0.29%	93
2018 Q3	–	Sell	-13,177	Closed	-$570K	–	178
2018 Q2	$570K	Sell	13,177 -624	-5%	-$28.9K	0.29%	101
2018 Q1	$666K	Buy	13,801 +3,171	+30%	+$155K	0.34%	90
2017 Q4	$522K	Buy	10,630 +1,648	+18%	+$76.3K	0.46%	68
2017 Q3	$409K	Sell	8,982 -1,300	-13%	-$57.2K	0.4%	82
2017 Q2	$426K	Buy	10,282 +945	+10%	+$38.5K	0.39%	81
2017 Q1	$369K	Buy	+9,337	New	+$355K	0.34%	90

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 $33.2B AUM 38.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Northstar Wealth Partners's EEM Position: Q3 2020 in Review

Northstar Wealth Partners reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 38% in Q3 2020, selling an estimated $191K and leaving 7,090 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #113.

Northstar Wealth Partners first reported a position in EEM in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2019. 1,147 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Northstar Wealth Partners held 7,090 shares of iShares MSCI Emerging Markets ETF worth $312K as of Q3 2020.
Northstar Wealth Partners sold 4,352 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $191K.
iShares MSCI Emerging Markets ETF made up 0.15% of Northstar Wealth Partners's portfolio in Q3 2020, its #113 holding.
Northstar Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and has held it in 14 quarters since.
Northstar Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $1.17M in Q2 2019.
1,147 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.