ORG Partners’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

ORG Partners’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-435	Closed	-$28.8K	–	684
2023 Q4	$28.8K	Buy	+435	New	+$27.8K	﹤0.01%	622
2023 Q3	–	Sell	-435	Closed	-$29K	–	1427
2023 Q2	$29K	Buy	+435	New	+$28.5K	﹤0.01%	794

Other funds holding EEMA

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

ORG Partners's EEMA Position: Q1 2024 in Review

ORG Partners sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q1 2024, closing a stake of 435 shares — an estimated $28.8K sold.

ORG Partners first reported a position in EEMA in Q2 2023 and held it in 2 quarters. The position peaked at $29K in Q2 2023. 99 funds tracked by Wall St. Rank hold EEMA as of Q1 2024.

ORG Partners reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 435 iShares MSCI Emerging Markets Asia ETF shares in Q1 2024, an estimated $28.8K.
ORG Partners first reported a position in iShares MSCI Emerging Markets Asia ETF in Q2 2023 and held it in 2 quarters.
ORG Partners's iShares MSCI Emerging Markets Asia ETF position peaked at $29K in Q2 2023.
99 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.