SOA Wealth Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

SOA Wealth Advisors’s Portfolio EEMA Stock Details EEMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-75	Closed	-$4.93K	–	942
2023 Q2	$4.93K	Hold	75	–	–	﹤0.01%	625
2023 Q1	$4.98K	Hold	75	–	–	﹤0.01%	622
2022 Q4	$4.75K	Hold	75	–	–	﹤0.01%	631
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	623
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	584
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	682
2021 Q4	$6K	Hold	75	–	–	﹤0.01%	634
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	657
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	644
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	592
2020 Q4	$7K	Buy	+75	New	+$6.13K	﹤0.01%	559

Other funds holding EEMA

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

SOA Wealth Advisors's EEMA Position: Q3 2023 in Review

SOA Wealth Advisors sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2023, closing a stake of 75 shares — an estimated $4.93K sold.

SOA Wealth Advisors first reported a position in EEMA in Q4 2020 and held it in 11 quarters. The position peaked at $7K in Q4 2020. 95 funds tracked by Wall St. Rank hold EEMA as of Q3 2023.

SOA Wealth Advisors reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 75 iShares MSCI Emerging Markets Asia ETF shares in Q3 2023, an estimated $4.93K.
SOA Wealth Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 11 quarters.
SOA Wealth Advisors's iShares MSCI Emerging Markets Asia ETF position peaked at $7K in Q4 2020.
95 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.