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

Patriot 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
-4,823
Closed -$227K – 84
2017
Q4 		$227K Buy
+4,823
New +$223K 0.03% 84
2016
Q3 		– Sell
-550,028
Closed -$18.9M – 69
2016
Q2 		$18.9M Buy
550,028
+20,448
+4% +$687K 3.73% 4
2016
Q1 		$18.1M Buy
529,580
+16,487
+3% +$511K 3.66% 4
2015
Q4 		$16.5M Buy
+513,093
New +$17.6M 3.42% 4
2014
Q1 		– Sell
-15,305
Closed -$640K – 59
2013
Q4 		$640K Sell
15,305
-5,578
-27% -$234K 0.18% 56
2013
Q3 		$851K Buy
+20,883
New +$827K 0.25% 53
2013
Q2 		– Hold
0
– – – 2

Other funds holding EEM

BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $30B AUM 26.86% 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return