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

Sequoia 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
2019 Q3	–	Sell	-5,666	Closed	-$244K	–	59
2019 Q2	$244K	Sell	5,666 -44,410	-89%	-$1.89M	0.23%	47
2019 Q1	$2.15M	Buy	50,076 +44,284	+765%	+$1.86M	1.74%	15
2018 Q4	$226K	Buy	5,792 +709	+14%	+$28.4K	0.22%	54
2018 Q3	$218K	Sell	5,083 -290	-5%	-$12.5K	0.19%	57
2018 Q2	$230K	Sell	5,373 -1,580	-23%	-$73.1K	0.24%	51
2018 Q1	$335K	Buy	6,953 +2,073	+42%	+$102K	0.32%	42
2017 Q4	$241K	Buy	+4,880	New	+$226K	0.22%	49

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sequoia Wealth Management's EEM Position: Q3 2019 in Review

Sequoia Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 5,666 shares — an estimated $244K sold.

Sequoia Wealth Management first reported a position in EEM in Q4 2017 and held it in 7 quarters. The position peaked at $2.15M in Q1 2019. 1,153 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

Sequoia Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 5,666 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $244K.
Sequoia Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $2.15M in Q1 2019.
1,153 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.