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RWG
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
Shares
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
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
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
SLAM
Swiss Life Asset Management
Zurich
$20.4B AUM
28.71%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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