Regent Peak Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Regent Peak Wealth 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	-8,528	Closed	-$341K	–	151
2022 Q2	$341K	Buy	+8,528	New	+$358K	0.11%	108
2021 Q1	–	Sell	-510	Closed	-$26K	–	380
2020 Q4	$26K	Buy	+510	New	+$24.5K	0.01%	410

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

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

Citigroup New York $235B AUM 32.99% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's EEM Position: Q3 2022 in Review

Regent Peak Wealth Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2022, closing a stake of 8,528 shares — an estimated $341K sold.

Regent Peak Wealth Advisors first reported a position in EEM in Q4 2020 and held it in 2 quarters. The position peaked at $341K in Q2 2022. 1,217 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

Regent Peak Wealth Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 8,528 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $341K.
Regent Peak Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 2 quarters.
Regent Peak Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $341K in Q2 2022.
1,217 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.