Palo Alto Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Palo Alto Wealth Advisors’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
2023 Q1	–	Sell	-9,913	Closed	-$376K	–	43
2022 Q4	$376K	Buy	+9,913	New	+$366K	0.32%	34

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palo Alto Wealth Advisors's EEM Position: Q1 2023 in Review

Palo Alto Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 9,913 shares — an estimated $376K sold.

Palo Alto Wealth Advisors first reported a position in EEM in Q4 2022 and held it in 1 quarter. The position peaked at $376K in Q4 2022. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Palo Alto Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Palo Alto Wealth Advisors sold 9,913 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $376K.
Palo Alto Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
Palo Alto Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $376K in Q4 2022.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.