O'Brien Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-168	Closed	-$7K	–	102
2018 Q3	$7K	Hold	168	–	–	﹤0.01%	139
2018 Q2	$7K	Buy	168 +2	+1%	+$93	0.01%	65
2018 Q1	$8K	Buy	+166	New	+$8.14K	0.01%	123

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

O'Brien Wealth Partners's EEM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2018, closing a stake of 168 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in EEM in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 1,192 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 168 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $7K.
O'Brien Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $8K in Q1 2018.
1,192 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.