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Private Wealth Advisors (Pennsylvania)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-30,554
Closed -$1.25M – 133
2019
Q3 		$1.25M Sell
30,554
-30,744
-50% -$1.27M 0.64% 47
2019
Q2 		$2.63M Buy
61,298
+1,200
+2% +$50.9K 0.93% 36
2019
Q1 		$2.58M Buy
60,098
+1,902
+3% +$80K 0.96% 36
2018
Q4 		$2.27M Buy
58,196
+117
+0.2% +$4.69K 0.99% 35
2018
Q3 		$2.49M Sell
58,079
-1,637
-3% -$70.7K 0.92% 36
2018
Q2 		$2.59M Buy
59,716
+210
+0.4% +$9.72K 1.03% 30
2018
Q1 		$2.87M Buy
59,506
+4,078
+7% +$200K 1.15% 28
2017
Q4 		$2.61M Sell
55,428
-175
-0.3% -$8.1K 1.01% 33
2017
Q3 		$2.49M Hold
55,603
– – 1.02% 35
2017
Q2 		$2.3M Buy
55,603
+1,585
+3% +$64.5K 0.99% 36
2017
Q1 		$2.13M Sell
54,018
-245
-0.5% -$9.3K 0.95% 35
2016
Q4 		$1.9M Buy
54,263
+3,532
+7% +$127K 0.88% 38
2016
Q3 		$1.9M Hold
50,731
– – 0.9% 39
2016
Q2 		$1.74M Buy
50,731
+30,623
+152% +$1.03M 0.86% 40
2016
Q1 		$689K Buy
20,108
+6,378
+46% +$198K 0.37% 74
2015
Q4 		$442K Sell
13,730
-4,330
-24% -$148K 0.25% 82
2015
Q3 		$592K Buy
18,060
+220
+1% +$7.77K 0.3% 89
2015
Q2 		$707K Buy
17,840
+5,759
+48% +$241K 0.32% 81
2015
Q1 		$485K Buy
+12,081
New +$481K 0.23% 91

Other funds holding EEM

BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s EEM Position: Q4 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2019, closing a stake of 30,554 shares — an estimated $1.25M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in EEM in Q1 2015 and held it in 19 quarters. The position peaked at $2.87M in Q1 2018. 1,323 funds tracked by Wall St. Rank hold EEM as of Q4 2019.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 30,554 iShares MSCI Emerging Markets ETF shares in Q4 2019, an estimated $1.25M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and held it in 19 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares MSCI Emerging Markets ETF position peaked at $2.87M in Q1 2018.
  • 1,323 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 11 Feb 2020.