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Personal Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Personal Capital 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
2022
Q3 		– Sell
-12,186
Closed -$489K – 458
2022
Q2 		$489K Buy
12,186
+1,197
+11% +$50.2K ﹤0.01% 277
2022
Q1 		$496K Sell
10,989
-2,302
-17% -$109K ﹤0.01% 308
2021
Q4 		$654K Buy
13,291
+1,873
+16% +$94.2K ﹤0.01% 295
2021
Q3 		$575K Sell
11,418
-129
-1% -$6.71K ﹤0.01% 294
2021
Q2 		$637K Sell
11,547
-278
-2% -$15.1K ﹤0.01% 280
2021
Q1 		$631K Buy
11,825
+1,593
+16% +$87.2K ﹤0.01% 278
2020
Q4 		$529K Buy
10,232
+272
+3% +$13.1K ﹤0.01% 292
2020
Q3 		$439K Buy
9,960
+1,160
+13% +$50.9K ﹤0.01% 293
2020
Q2 		$352K Sell
8,800
-6,886
-44% -$258K ﹤0.01% 274
2020
Q1 		$536K Buy
15,686
+6,937
+79% +$285K 0.01% 251
2019
Q4 		$393K Buy
8,749
+534
+7% +$22.9K ﹤0.01% 294
2019
Q3 		$335K Sell
8,215
-289
-3% -$11.9K ﹤0.01% 278
2019
Q2 		$365K Buy
8,504
+1,566
+23% +$66.5K ﹤0.01% 258
2019
Q1 		$298K Sell
6,938
-4,095
-37% -$172K ﹤0.01% 271
2018
Q4 		$431K Buy
11,033
+5,262
+91% +$211K 0.01% 239
2018
Q3 		$248K Buy
5,771
+1,127
+24% +$48.6K ﹤0.01% 269
2018
Q2 		$201K Buy
+4,644
New +$215K ﹤0.01% 272
2017
Q2 		– Sell
-7,467
Closed -$298K – 221
2017
Q1 		$298K Buy
+7,467
New +$284K 0.01% 185

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Capital Advisors's EEM Position: Q3 2022 in Review

Personal Capital Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 12,186 shares — an estimated $489K sold.

Personal Capital Advisors first reported a position in EEM in Q1 2017 and held it in 18 quarters. The position peaked at $654K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

  • Personal Capital Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 12,186 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $489K.
  • Personal Capital Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and held it in 18 quarters.
  • Personal Capital Advisors's iShares MSCI Emerging Markets ETF position peaked at $654K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Personal Capital Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.