Retirement Income Solutions’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Retirement Income Solutions’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,265	Closed	-$282K	–	157
2023 Q4	$282K	Hold	4,265	–	–	0.07%	106
2023 Q3	$269K	Sell	4,265 -2,662	-38%	-$175K	0.08%	103
2023 Q2	$455K	Sell	6,927 -1,251	-15%	-$82.1K	0.12%	83
2023 Q1	$543K	Buy	+8,178	New	+$548K	0.16%	72
2022 Q2	–	Sell	-3,645	Closed	-$269K	–	117
2022 Q1	$269K	Sell	3,645 -3,472	-49%	-$271K	0.07%	97
2021 Q4	$584K	Sell	7,117 -6,270	-47%	-$530K	0.16%	59
2021 Q3	$1.13M	Sell	13,387 -717	-5%	-$62.5K	0.38%	35
2021 Q2	$1.3M	Buy	14,104 +113	+0.8%	+$10.3K	0.45%	32
2021 Q1	$1.27M	Buy	13,991 +2,807	+25%	+$263K	0.44%	31
2020 Q4	$978K	Buy	+11,184	New	+$914K	0.35%	36

Other funds holding EEMA

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Retirement Income Solutions's EEMA Position: Q1 2024 in Review

Retirement Income Solutions sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q1 2024, closing a stake of 4,265 shares — an estimated $282K sold.

Retirement Income Solutions first reported a position in EEMA in Q4 2020 and held it in 10 quarters. The position peaked at $1.3M in Q2 2021. 99 funds tracked by Wall St. Rank hold EEMA as of Q1 2024.

Retirement Income Solutions reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q1 2024 after selling out during the quarter.
Retirement Income Solutions sold 4,265 iShares MSCI Emerging Markets Asia ETF shares in Q1 2024, an estimated $282K.
Retirement Income Solutions first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 10 quarters.
Retirement Income Solutions's iShares MSCI Emerging Markets Asia ETF position peaked at $1.3M in Q2 2021.
99 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2024.

Based on Retirement Income Solutions's 13F filing for Q1 2024, filed 3 May 2024.