Riverpoint Wealth Management Holdings’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Riverpoint Wealth Management Holdings’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	-550	Closed	-$20.9K	–	69
2022 Q4	$20.9K	Buy	+550	New	+$20.3K	0.01%	81
2020 Q1	–	Sell	-18,212	Closed	-$817K	–	68
2019 Q4	$817K	Buy	18,212 +236	+1%	+$10.1K	0.32%	34
2019 Q3	$735K	Buy	17,976 +290	+2%	+$12K	0.32%	33
2019 Q2	$759K	Buy	17,686 +300	+2%	+$12.7K	0.35%	32
2019 Q1	$746K	Sell	17,386 -194	-1%	-$8.16K	0.36%	32
2018 Q4	$686K	Buy	17,580 +224	+1%	+$8.97K	0.38%	33
2018 Q3	$744K	Hold	17,356	–	–	0.38%	26
2018 Q2	$752K	Buy	17,356 +97	+0.6%	+$4.49K	0.42%	26
2018 Q1	$834K	Sell	17,259 -336	-2%	-$16.5K	0.5%	20
2017 Q4	$829K	Sell	17,595 -223	-1%	-$10.3K	0.52%	20
2017 Q3	$813K	Sell	17,818 -463	-3%	-$20.4K	0.53%	19
2017 Q2	$759K	Buy	18,281 +68	+0.4%	+$2.77K	0.53%	18
2017 Q1	$720K	Hold	18,213	–	–	0.55%	18
2016 Q4	$664K	Buy	+18,213	New	+$657K	0.54%	18

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 $33.2B AUM 38.15% 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

Riverpoint Wealth Management Holdings's EEM Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2023, closing a stake of 550 shares — an estimated $20.9K sold.

Riverpoint Wealth Management Holdings first reported a position in EEM in Q4 2016 and held it in 14 quarters. The position peaked at $834K in Q1 2018. 1,317 funds tracked by Wall St. Rank hold EEM as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 550 iShares MSCI Emerging Markets ETF shares in Q1 2023, an estimated $20.9K.
Riverpoint Wealth Management Holdings first reported a position in iShares MSCI Emerging Markets ETF in Q4 2016 and held it in 14 quarters.
Riverpoint Wealth Management Holdings's iShares MSCI Emerging Markets ETF position peaked at $834K in Q1 2018.
1,317 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.