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

Selective Wealth Management’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
2020 Q3	–	Sell	-139	Closed	-$6K	–	335
2020 Q2	$6K	Hold	139	–	–	0.01%	281
2020 Q1	$5K	Hold	139	–	–	0.01%	201
2019 Q4	$6K	Sell	139 -171	-55%	-$7.34K	0.01%	200
2019 Q3	$13K	Buy	+310	New	+$12.8K	0.02%	150

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Selective Wealth Management's EEM Position: Q3 2020 in Review

Selective Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2020, closing a stake of 139 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in EEM in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

Selective Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 139 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $6K.
Selective Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $13K in Q3 2019.
1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.