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Oak Point Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-19
Closed -$1K – 211
2017
Q4 		$1K Buy
+19
New +$879 ﹤0.01% 205

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Oak Point Wealth Management's EEM Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 19 shares — an estimated $1K sold.

Oak Point Wealth Management first reported a position in EEM in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 19 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $1K.
  • Oak Point Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1K in Q4 2017.
  • 1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.