Oakwell Private Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Oakwell Private 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
2022 Q2	–	Sell	-9,076	Closed	-$410K	–	62
2022 Q1	$410K	Hold	9,076	–	–	0.21%	44
2021 Q4	$443K	Hold	9,076	–	–	0.22%	43
2021 Q3	$457K	Sell	9,076 -1,214	-12%	-$63.2K	0.25%	41
2021 Q2	$567K	Hold	10,290	–	–	0.36%	39
2021 Q1	$549K	Buy	10,290 +898	+10%	+$49.2K	0.39%	36
2020 Q4	$485K	Buy	+9,392	New	+$452K	0.38%	37

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Oakwell Private Wealth Management's EEM Position: Q2 2022 in Review

Oakwell Private Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2022, closing a stake of 9,076 shares — an estimated $410K sold.

Oakwell Private Wealth Management first reported a position in EEM in Q4 2020 and held it in 6 quarters. The position peaked at $567K in Q2 2021. 1,283 funds tracked by Wall St. Rank hold EEM as of Q2 2022.

Oakwell Private Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Oakwell Private Wealth Management sold 9,076 iShares MSCI Emerging Markets ETF shares in Q2 2022, an estimated $410K.
Oakwell Private Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Oakwell Private Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $567K in Q2 2021.
1,283 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2022.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.