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

Smith Salley 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
2021 Q4	–	Sell	-4,484	Closed	-$226K	–	256
2021 Q3	$226K	Hold	4,484	–	–	0.02%	231
2021 Q2	$248K	Buy	4,484 +47	+1%	+$2.55K	0.02%	228
2021 Q1	$237K	Buy	+4,437	New	+$243K	0.02%	220

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Smith Salley Wealth Management's EEM Position: Q4 2021 in Review

Smith Salley Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2021, closing a stake of 4,484 shares — an estimated $226K sold.

Smith Salley Wealth Management first reported a position in EEM in Q1 2021 and held it in 3 quarters. The position peaked at $248K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold EEM as of Q4 2021.

Smith Salley Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Smith Salley Wealth Management sold 4,484 iShares MSCI Emerging Markets ETF shares in Q4 2021, an estimated $226K.
Smith Salley Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and held it in 3 quarters.
Smith Salley Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $248K in Q2 2021.
1,394 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2021.

Based on Smith Salley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.