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

Regimen Wealth’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
2023 Q1	–	Sell	-1,214	Closed	-$46K	–	59
2022 Q4	$46K	Buy	+1,214	New	+$44.8K	0.03%	60

Other funds holding EEM

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Regimen Wealth's EEM Position: Q1 2023 in Review

Regimen Wealth sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 1,214 shares — an estimated $46K sold.

Regimen Wealth first reported a position in EEM in Q4 2022 and held it in 1 quarter. The position peaked at $46K in Q4 2022. 1,316 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Regimen Wealth reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Regimen Wealth sold 1,214 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $46K.
Regimen Wealth first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
Regimen Wealth's iShares MSCI Emerging Markets ETF position peaked at $46K in Q4 2022.
1,316 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Regimen Wealth's 13F filing for Q1 2023, filed 5 May 2023.