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

RGT 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	$6K	Sell	171 -1,705	-91%	-$66.5K	﹤0.01%	110
2022 Q2	$75K	Hold	1,876	–	–	0.01%	91
2022 Q1	$85K	Hold	1,876	–	–	0.01%	87
2021 Q4	$92K	Buy	+1,876	New	+$94.4K	0.01%	115
2020 Q1	–	Sell	-6,281	Closed	-$282K	–	30
2019 Q4	$282K	Buy	+6,281	New	+$270K	0.85%	26

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 $33.2B AUM 38.15% 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 $24.1B AUM 38.82% 1-Year Est. Return

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

RGT Wealth Advisors's EEM Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 91% in Q3 2022, selling an estimated $66.5K and leaving 171 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

RGT Wealth Advisors first reported a position in EEM in Q4 2019 and has held it in 5 quarters since. The position peaked at $282K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold EEM as of Q3 2022.

RGT Wealth Advisors held 171 shares of iShares MSCI Emerging Markets ETF worth $6K as of Q3 2022.
RGT Wealth Advisors sold 1,705 iShares MSCI Emerging Markets ETF shares in Q3 2022, an estimated $66.5K.
iShares MSCI Emerging Markets ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #110 holding.
RGT Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 5 quarters since.
RGT Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $282K in Q4 2019.
1,218 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.