Personal Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Personal 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
2021 Q3	–	Sell	-2,760	Closed	-$152K	–	179
2021 Q2	$152K	Buy	+2,760	New	+$150K	0.06%	92
2020 Q1	–	Sell	-3,922	Closed	-$176K	–	215
2019 Q4	$176K	Sell	3,922 -1,724	-31%	-$74K	0.08%	76
2019 Q3	$231K	Hold	5,646	–	–	0.11%	57
2019 Q2	$242K	Sell	5,646 -99	-2%	-$4.2K	0.12%	54
2019 Q1	$247K	Buy	+5,745	New	+$242K	0.13%	50

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Personal Wealth Partners's EEM Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2021, closing a stake of 2,760 shares — an estimated $152K sold.

Personal Wealth Partners first reported a position in EEM in Q1 2019 and held it in 5 quarters. The position peaked at $247K in Q1 2019. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2021.

Personal Wealth Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,760 iShares MSCI Emerging Markets ETF shares in Q3 2021, an estimated $152K.
Personal Wealth Partners first reported a position in iShares MSCI Emerging Markets ETF in Q1 2019 and held it in 5 quarters.
Personal Wealth Partners's iShares MSCI Emerging Markets ETF position peaked at $247K in Q1 2019.
1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.