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Regal Wealth Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-106
Closed -$6K – 108
2021
Q1 		$6K Buy
+106
New +$5.8K ﹤0.01% 198
2020
Q1 		– Sell
-1,357
Closed -$61K – 184
2019
Q4 		$61K Buy
1,357
+383
+39% +$16.4K 0.04% 77
2019
Q3 		$40K Sell
974
-896
-48% -$37K 0.03% 82
2019
Q2 		$80K Buy
1,870
+12
+0.6% +$509 0.06% 63
2019
Q1 		$80K Hold
1,858
– – 0.06% 61
2018
Q4 		$73K Buy
1,858
+25
+1% +$1K 0.07% 60
2018
Q3 		$79K Hold
1,833
– – 0.05% 61
2018
Q2 		$79K Sell
1,833
-31
-2% -$1.44K 0.08% 62
2018
Q1 		$90K Buy
1,864
+1
+0.1% +$49 0.07% 57
2017
Q4 		$88K Sell
1,863
-761
-29% -$35.2K 0.06% 59
2017
Q3 		$118K Sell
2,624
-278
-10% -$12.2K 0.09% 49
2017
Q2 		$120K Buy
2,902
+8
+0.3% +$326 0.09% 50
2017
Q1 		$114K Hold
2,894
– – 0.09% 51
2016
Q4 		$101K Sell
2,894
-1,668
-37% -$60.2K 0.08% 52
2016
Q3 		$171K Buy
4,562
+827
+22% +$30.2K 0.16% 37
2016
Q2 		$128K Sell
3,735
-1,069
-22% -$35.9K 0.12% 41
2016
Q1 		$165K Sell
4,804
-130
-3% -$4.03K 0.16% 37
2015
Q4 		$159K Buy
+4,934
New +$169K 0.16% 37

Other funds holding EEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Wealth Group's EEM Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2021, closing a stake of 106 shares — an estimated $6K sold.

Regal Wealth Group first reported a position in EEM in Q4 2015 and held it in 18 quarters. The position peaked at $171K in Q3 2016. 1,333 funds tracked by Wall St. Rank hold EEM as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 106 iShares MSCI Emerging Markets ETF shares in Q2 2021, an estimated $6K.
  • Regal Wealth Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2015 and held it in 18 quarters.
  • Regal Wealth Group's iShares MSCI Emerging Markets ETF position peaked at $171K in Q3 2016.
  • 1,333 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.