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Sowell Financial Services’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-64
Closed -$5.99K – 3153
2020
Q4 		$6K Buy
+64
New +$5.23K ﹤0.01% 2198

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Sowell Financial Services's EEMA Position: Q1 2021 in Review

Sowell Financial Services sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q1 2021, closing a stake of 64 shares — an estimated $5.99K sold.

Sowell Financial Services first reported a position in EEMA in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 114 funds tracked by Wall St. Rank hold EEMA as of Q1 2021.

  • Sowell Financial Services reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 64 iShares MSCI Emerging Markets Asia ETF shares in Q1 2021, an estimated $5.99K.
  • Sowell Financial Services first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's iShares MSCI Emerging Markets Asia ETF position peaked at $6K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.